You're signed outSign in or to get full access.
Brendan Moleski
Investment Analyst at Conservest Capital Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conservest Capital Advisors | Investment Analyst | Sep 2015 to Present | — |
| Capital Analysts | Institutional Trader | Jun 2013 to Sep 2015 | — |
| Valley Forge Asset Management | Portfolio Assistant | Oct 2012 to Jun 2013 | — |
| Ameriprise Financial Services, Inc. | Paraplanner | Jun 2010 to Oct 2012 | — |
Education
Lock Haven University of Pennsylvania
B.S., Business Administration: Finance & Economics
2006 — 2011
Skills & Expertise
Others at Conservest Capital Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
| Principal, Senior Portfolio Manager | United States | |
| Portfolio Manager | Bryn Athyn, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Founder, President and Chief Investment Officer | Independence Asset Advisors, LLC | Wynnewood, PA , United States | |
G Gerard Mihalick | Partner and Portfolio Manager | Berkshire Asset Management Llc/pa | Scranton, PA , United States |
| Partner | Berkshire Asset Management Llc/pa | Wilkes-Barre, PA , United States | |
W William Henderson | Chief Investment Officer | Valley National Advisers Inc. | Wayne, PA , United States |