Addepar
Brendan Rankowitz works as a Manager in Client Engagement & Success at Addepar since March 2021. Previously, at Tomorrow.io, Brendan held the position of Enterprise Account Executive from September 2019 to October 2020. Before that, Brendan worked at Morgan Stanley from May 2015 to September 2019, initially as an Associate in the Institutional Fixed Income Division, specializing in Foreign Exchange, Emerging Markets, Macro Sales, and eFX. Brendan also worked as an Analyst in Interest Rate Sales at Morgan Stanley. Brendan holds a Bachelor's degree from Middlebury College and attended The Tuck School of Business at Dartmouth for the Tuck Business Bridge Program. Brendan also attended Phillips Academy and Staples High School.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.