Joseph Brennan serves as Director of Capital Markets for Pensam. He has been involved with Pensam since its founding, and is an experienced professional with a broad background in domestic and international sales and marketing of financial services and products involving capital markets, private banking, investment banking and international trade finance.
Prior to his role at Pensam, Joe was President of Brennan Caballero, Inc., a private family company where he was active in analyzing and monitoring investments, in addition to assisting and advising on marketing and sales efforts in the US, Latin America and Europe. Previously, Mr. Brennan was Senior Vice President of Wealth Management at HSBC Bank in Miami, FL, a group established to pursue large, complex, sophisticated opportunities by coordinating bank resources required to provide value-added products and solutions to clients and their companies.
Joe also worked as Vice President in the Private Wealth Management Group at Morgan Stanley, as Director of the Private Banking Group of UBS AG, as Vice President in Private Banking with Bankers Trust Private Advisory Services and at Citicorp Private Bank Capital Markets Unit where he was the Vice President/Manager of the Derivative Products Marketing Unit and in Citicorp’s Investment Banking Group in New York and Puerto Rico.
Joe received a Bachelor of Arts degree from Dartmouth College and is fluent in English and Spanish.