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Brendan Moleski

Brendan Moleski

Investment Analyst at Conservest Capital Advisors, Inc.

Philadelphia, PA , United States

About

Brendan Moleski is an Investment Analyst at Conservest Capital Advisors, Inc., based in Philadelphia, PA. In this role since 2015, he is responsible for conducting in-depth analysis of investment opportunities, supporting portfolio management activities, and providing research-driven recommendations to the firm's advisory team. His analytical focus includes equities, fixed income securities, and alternative investment strategies for both individual and institutional clients.

Moleski’s career in investment management is underscored by his previous positions as an Institutional Trader at Capital Analysts (2013–2015) and Portfolio Assistant at Valley Forge Asset Management (2012–2013), where he refined his expertise in trade execution, portfolio operations, and market research. He has developed specialized insights into the financial services sector, asset allocation, and risk management across a variety of public and private asset classes.

He holds a Bachelor of Science in Business Administration with concentrations in Finance and Economics from Lock Haven University of Pennsylvania, providing him with a strong foundation in economic analysis and financial theory. Moleski is known for his diligent approach to portfolio analytics and his contributions to the development of tailored investment strategies for diverse client objectives within the advisory industry.

Career History

OrganizationRoleDate RangeDetails
Conservest Capital AdvisorsInvestment AnalystSep 2015 to Present
Capital AnalystsInstitutional TraderJun 2013 to Sep 2015
Valley Forge Asset ManagementPortfolio AssistantOct 2012 to Jun 2013
Ameriprise Financial Services, Inc.ParaplannerJun 2010 to Oct 2012

Education

Lock Haven University of Pennsylvania

B.S., Business Administration: Finance & Economics

2006 2011

Skills & Expertise

Trading
Mutual Funds
Investments
Portfolio Management
Asset Management
Asset Allocation
Fixed Income
Wealth Management
Securities
Investment Advisory
Research
Services

Others at Conservest Capital Advisors, Inc. (2)

NameRoleLocation
Christina Copeland
Christina Copeland
Principal, Senior Portfolio ManagerUnited States
Kristin Sindoni
Kristin Sindoni
Portfolio ManagerBryn Athyn, PA , United States

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