Brennan Jones, CFA

Brennan joined Aureus in 2014. He is responsible for the day-to-day running of the organization, including executing strategies developed by the Executive Committee and providing financial clarity to evaluate future business decisions. Prior to Aureus, he was a product information analyst with Putnam Investments and a new accounts associate with Commonwealth Financial Network.

Brennan earned his BA in finance from the University of Massachusetts, Amherst, and is a CFA^® charterholder.

Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.