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Brendan Michael Lortie

Cw Advisors, LLC

Boston, MA

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Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-13
  • MA RA
    APPROVED
    Since 2024-02-13

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bentley University Waltham MA 08/2016 05/2020
Unemployed Millis MA 05/2020 01/2021
Cw Advisors, Llc Boston MA 01/2021 Present
  • 08/2016 → 05/2020
    Bentley University
    Waltham, MA
  • 05/2020 → 01/2021
    Unemployed
    Millis, MA
  • 01/2021 → Present
    Cw Advisors, Llc
    Boston, MA
Designations
Other Names
  • Brendan Lortie

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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