Brennan Jones

Brennan Jones, CFA, is a Partner at Aureus Asset Management based in Andover, MA, where he serves as Chief Operating Officer and Chief Financial Officer. He oversees the firm’s day-to-day operations, portfolio management, and investment strategy development, and plays a significant role in both client service and firm management. Brennan is closely involved in managing U.S. equities in-house and coordinates with external advisors for international equities, fixed income, and alternative asset classes, with a specific focus on optimizing equity portfolios and overseeing cross-asset allocations.

Prior to becoming Partner in 2020, Brennan was an Analyst specializing in research and trading at Aureus from 2014 to 2019, and earlier served as Product Information Analyst at Putnam Investments from 2012 to 2014. This blend of analytical and operational experience underpins his expertise in investment research, portfolio construction, and integrated client solutions across diverse asset classes.

Brennan holds a Bachelor of Science in Finance with a minor in Information Technology from the University of Massachusetts, complemented by additional international study at The University of Queensland. His designation as a CFA charterholder underscores his technical proficiency and ethical standards; he is recognized for his rigorous approach to portfolio management and strategic asset allocation supporting institutional and high-net-worth clients.