Managing Director
Current
Apr 2022 - Present
AeroLeads people directory · profile
Brendan Greenwald, Cfa Email & Phone Number
Managing Director at Metaurus Advisors LLC
at
Metaurus Advisors LLC
1 work email found
@morganstanley.com
1 phone found area 603
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director at Metaurus Advisors LLC
Location
New York, New York, United States
Company size
Who is Brendan Greenwald, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brendan Greenwald, Cfa is listed as Managing Director at Metaurus Advisors LLC at Metaurus Advisors LLC, a company with 8 employees, based in New York, New York, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 603, and a matched LinkedIn profile for Brendan Greenwald, Cfa.
Brendan Greenwald, Cfa previously worked as Managing Director at Metaurus Advisors Llc and Portfolio Manager at Metaurus Advisors Llc. Brendan Greenwald, Cfa holds Bachelor Of Science In Business Administration, Finance Major, Economics Minor from University Of Vermont.
Company email context
Email format at Metaurus Advisors LLC
This section adds company-level context without repeating Brendan Greenwald, Cfa's masked contact details.
*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brendan Greenwald, Cfa. Compare company email patterns before reaching out.
Profile bio
About Brendan Greenwald, Cfa
Brendan Greenwald, Cfa is a Managing Director at Metaurus Advisors LLC at Metaurus Advisors LLC. He possess expertise in microsoft excel, financial modeling, financial analysis, portfolio management, entrepreneurship and 9 more skills. Colleagues describe him as "Brendan and I worked together on various projects throughout our years at UVM. Brendan is very skilled in building financial models/valuation and thrives in group settings."
Listed skills include Microsoft Excel, Financial Modeling, Financial Analysis, Portfolio Management, and 10 others.
Current workplace
Brendan Greenwald, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Metaurus Advisors Llc
8 roles
Brendan Greenwald, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Jan 2021 - Present
Principal
Dec 2018 - Apr 2022
Vice President
Aug 2017 - Nov 2018
Registered Associate
Jun 2014 - Aug 2017
Associate
Aug 2013 - Jun 2014
Owner/Founder
Bric'S Burgers And Dogs Boat Service Llp
-Developed and executed a strategy to establish a unique boat-based food service business-Prepared business plan and secured $6k start-up funding in mixed debt and equity capital-Managed the company budget, financial forecasting, accounting, and marketing-Established LLP; purchased boat and equipment; retro fitted boat to required specifications; obtained.
Jun 2011 - Jun 2013
Private Wealth Management Intern
-Researched and analyzed individual securities, mutual funds, and ETFs for inclusion in client portfolios-Developed excel spreadsheet tracking, analysis, and modeling for portfolios and individual funds-Prepared fund information, research and presentations for senior portfolio manager meetings-Interacted with fund managers and wholesalers to monitor.
Aug 2012 - Jan 2013
Team & coworkers
Colleagues at Metaurus Advisors LLC
Other employees you can reach at metaurus.com. View company contacts for 8 employees →
RS
Richard Sandulli
Colleague at Metaurus Advisors LlcNew York City Metropolitan Area, United States
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DM
Donald M. Callahan
Colleague at Metaurus Advisors LlcNew York, New York, United States, United States
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JG
Jamie Greenwald
Colleague at Metaurus Advisors LlcHoboken, New Jersey, United States, United States
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SD
Sean Dillon
Colleague at Metaurus Advisors LlcNew Providence, New Jersey, United States, United States
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RS
Rick Silva
Colleague at Metaurus Advisors LlcNew York, New York, United States, United States
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Richard Sandulli
Colleague at Metaurus Advisors LlcNew York City Metropolitan Area, United States
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DM
Donald M. Callahan
Colleague at Metaurus Advisors LlcNew York, New York, United States, United States
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JG
Jamie Greenwald
Colleague at Metaurus Advisors LlcHoboken, New Jersey, United States, United States
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SD
Sean Dillon
Colleague at Metaurus Advisors LlcNew Providence, New Jersey, United States, United States
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RS
Rick Silva
Colleague at Metaurus Advisors LlcNew York, New York, United States, United States
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1 education record
Brendan Greenwald, Cfa education
FAQ
Frequently asked questions about Brendan Greenwald, Cfa
Quick answers generated from the profile data available on this page.
What company does Brendan Greenwald, Cfa work for?
Brendan Greenwald, Cfa works for Metaurus Advisors LLC.
What is Brendan Greenwald, Cfa's role at Metaurus Advisors LLC?
Brendan Greenwald, Cfa is listed as Managing Director at Metaurus Advisors LLC at Metaurus Advisors LLC.
What is Brendan Greenwald, Cfa's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Brendan Greenwald, Cfa at Metaurus Advisors LLC.
What is Brendan Greenwald, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 603 for Brendan Greenwald, Cfa at Metaurus Advisors LLC.
Where is Brendan Greenwald, Cfa based?
Brendan Greenwald, Cfa is based in New York, New York, United States while working with Metaurus Advisors LLC.
What companies has Brendan Greenwald, Cfa worked for?
Brendan Greenwald, Cfa has worked for Metaurus Advisors Llc, Morgan Stanley, Bric'S Burgers And Dogs Boat Service Llp, and Merrill Lynch.
Who are Brendan Greenwald, Cfa's colleagues at Metaurus Advisors LLC?
Brendan Greenwald, Cfa's colleagues at Metaurus Advisors LLC include Richard Sandulli, Donald M. Callahan, Jamie Greenwald, Sean Dillon, and Rick Silva.
How can I contact Brendan Greenwald, Cfa?
You can use AeroLeads to view verified contact signals for Brendan Greenwald, Cfa at Metaurus Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Brendan Greenwald, Cfa attend?
Brendan Greenwald, Cfa holds Bachelor Of Science In Business Administration, Finance Major, Economics Minor from University Of Vermont.
What skills is Brendan Greenwald, Cfa known for?
Brendan Greenwald, Cfa is listed with skills including Microsoft Excel, Financial Modeling, Financial Analysis, Portfolio Management, Entrepreneurship, Marketing, Economics, and Wealth Management.
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