Brendan Charles Rooney

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Columbia Management Investment Distributors, Inc. (
  Boston, MA
• 09/2021 → 02/2022
  Unemployed
  Needham, MA
• 01/2021 → 09/2021
  Custom Learning Designs
  Belmont, MA
• 09/2020 → 05/2021
  University Of Michigan (Ann Arbor)
  Ann Arbor, MI
• 06/2020 → 09/2020
  Custom Learning Designs
  Belmont, MA
• 09/2019 → 05/2020
  University Of Michigan (Ann Arbor)
  Ann Arbor, MI
• 05/2019 → 09/2019
  The Mason Jar
  Harwich, MA
• 09/2018 → 05/2019
  University Of Michigan (Ann Arbor)
  Ann Arbor, MI
• 05/2018 → 09/2018
  The Mason Jar
  Harwich, MA
• 09/2017 → 05/2018
  University Of Michigan (Ann Arbor)
  Ann Arbor, MI
• 06/2017 → 09/2017
  The Mason Jar
  Harwich, MA
• 09/2016 → 06/2017
  Catholic Memorial School
  West Roxbury, MA
• 06/2016 → 09/2016
  The Mason Jar
  Harwich, MA
• 05/2020 → 06/2020
  Unemployed
  Needham, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-05-24