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Brendan Boken

Brendan Boken

Investment Analyst at Penn Mutual Asset Management, LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Penn Mutual Asset Management, LLCInvestment AnalystJun 2019 to Present
ChubbUnderwriterAug 2016 to Jun 2019
Zolfo Cooper (Now AlixPartners)Intern - Turnaround and Restructuring ServicesJun 2015 to Aug 2015

Education

University of Scranton

2012 2016

Loyola High School of Los Angeles

2008 2012

Skills & Expertise

Due Diligence
Financial Statement Analysis
Financial Modeling
Bloomberg
Equity Research

Others at Penn Mutual Asset Management, LLC (6)

NameRoleLocation
G
Grace Ogden
Investment AnalystPhiladelphia, PA , United States
Hong Mu
Hong Mu
Portfolio ManagerMalvern, PA , United States
Juan Carracedo
Juan Carracedo
Investment AnalystAtlanta, GA , United States
Mark Heppenstall
Mark Heppenstall
Chief Investment OfficerHorsham, PA , United States
A
Afton Schikore
Investment AnalystJacksonville, FL , United States
G
Greg Zappin
Portfolio ManagerSpring House, PA , United States