Brendan Boken
Investment Analyst at Penn Mutual Asset Management, LLC
About
Brendan Boken is an Investment Analyst at Penn Mutual Asset Management, LLC in Philadelphia, where he is responsible for identifying investment opportunities and conducting thorough due diligence. His work spans multiple asset classes with a pronounced focus on private markets, private capital fundraising, and the technology sector, including analyzing trends in artificial intelligence infrastructure investments. Brendan also provides key insights on market dynamics such as IPO activity, M&A, and liquidity conditions across private equity, private credit, and venture capital.
Prior to joining Penn Mutual Asset Management in 2019, Brendan served as an Underwriter at Chubb, where he gained valuable experience in risk assessment and portfolio analytics, as well as an intern in Turnaround and Restructuring Services at Zolfo Cooper (now AlixPartners), focusing on corporate restructuring and operational improvement strategies. This diverse background equips him with a comprehensive perspective on both credit risk and corporate strategy.
Brendan holds a degree from the University of Scranton and completed his earlier education at Loyola High School of Los Angeles. He is recognized for his deep expertise in alternative investments and is noted for his contributions to Penn Mutual Asset Management’s thought leadership on trends shaping the private markets and technology investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Penn Mutual Asset Management, LLC | Investment Analyst | Jun 2019 to Present | — |
| Chubb | Underwriter | Aug 2016 to Jun 2019 | — |
| Zolfo Cooper (Now AlixPartners) | Intern - Turnaround and Restructuring Services | Jun 2015 to Aug 2015 | — |
Education
University of Scranton
2012 — 2016
Loyola High School of Los Angeles
2008 — 2012
Skills & Expertise
Others at Penn Mutual Asset Management, LLC (6)
| Name | Role | Location |
|---|---|---|
G Grace Ogden | Investment Analyst | Philadelphia, PA , United States |
| Portfolio Manager | Malvern, PA , United States | |
| Investment Analyst | Atlanta, GA , United States | |
| Chief Investment Officer | Horsham, PA , United States | |
A Afton Schikore | Investment Analyst | Jacksonville, FL , United States |
G Greg Zappin | Portfolio Manager | Spring House, PA , United States |