Brendan Clune Walsh

Current Employers

Employment History

• 09/2012 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 09/2015 → Present
  Catalyst Solutions Group, Inc.
  Birmingham, AL

Other Businesses

1) Grosse Pointe Foundation for Public Education; 309 St. Clair Avenue, Grosse Pointe, MI 48230; 02/13/2020; Board Member; Attend board meetings, sit on committees; Not Investment Related; 5 hours/month; 1 hour/month during business hours; No Compensation. 2) Catalyst Solutions Group, Inc.; 28 West Adams Avenue, Suite 1600, Detroit, MI 48226; 09/2015; President/Managing Partner; Sales, sales management, client service, office management, consulting for policy reviews/audits; Investment Related; 250 hours/month; 250 hours/month during business hours; Expense Reimbursement; Ownership; Profits; Commissions; Wages/Salary/Tips. 3) Property Investment Syndicate; 02/01/2022; Associate Member; Social engagement at dinners and golf outings; Investment Related; 4 hours/month; 0 hours/month during business hours; No Compensation. 4) Christ Church Grosse Pointe; 61 Grosse Pointe Boulevard, Grosse Pointe Farms MI 48236; Board of Directors; Investment related; Investment Committee Chair; Chair Investment Review Meetings, Approve funds being liquidated from the portfolio; 1/1/2024; 1 hour per month; 1 hour per month during trading hours. 5) The Exodus Road; PO Box 64063, Colorado Springs, CO 80962; Nonprofit organization; Board Member; Oversight, committee participation, fundraiser; 03/14/25; 4 ho/mo; 4ho/mo during trading hours. 6) Christ Church Grosse Pointe; 61 Grosse Pointe Boulevard, Grosse Pointe Farms, MI 48230; Not Investment related; Vestry Member; the vestry participates in the discernment, review, and strategic oversight of the corporate vision of Christ Church; 3/2/2026; 3 ho/mo; 0 ho/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-06
• S63 Uniform Securities Agent State Law Examination
  2007-03-10

Other Names

• Brendan C. Walsh