Brendan Lortie

Relationship Manager | Boston, MA

Education & Certifications

  • B.S., Bentley University

What is your professional background?
I graduated from Bentley University in May of 2020, where I majored in Finance with a concentration in Financial Planning and a minor in Spanish. During my time at Bentley I had two phenomenal internship experiences; first with Eastward Capital Partners, a venture debt firm based in Newton, MA, and second with Heritage Financial Services, a fee-only RIA based in Westwood, MA.

What guides your financial principles?
Proper planning (for anything and everything) is imperative.

With regards to finances, what do you feel like is good advice to live by?
Try not to let emotion cloud your financial judgement, live within your means, and think of your financial life as a marathon rather than a sprint.

What brings you the most satisfaction professionally?
Helping clients, without a doubt. Any time I can do anything to improve a client’s quality of life, or even just help them breath a small sigh of relief, it’s been a good day!

Do you have a favorite quote?
There’s rarely any traffic on the extra mile.

What is your favorite movie / book / album / TV show?
My favorite movie is Good Will Hunting because it conveys the importance of living up to one’s potential while also never letting yourself forget your roots.

When and where are you happiest?
When I’m spending time with family or friends, when I’m on a boat or at the beach (or really anywhere near a large body of water), when I’m traveling, when I’m helping someone, or when I’m watching or playing any sort of sport.

Contact Brendan