Brendan Francis
Controller
Education & Accreditation
- Loyola University, Maryland – BA in Political Science
- San Diego State University – MBA
Brendan Francis holds the position of Controller at AlphaCore Wealth Advisory. Successfully navigating the complex world of private wealth management has prepared Brendan to assist in the planning needs of a broader client base. His experience with financial reporting and projections positions him as a pivotal team member to help the AlphaCore team extend its reach while maintaining its core values.
Brendan has 18 years of experience in the private credit markets with a specialization in niche financing. Over the past 12 years, Brendan has managed a single-family office and personally overseen all aspects of operations including asset management, cash management, risk management, financial planning, and lifestyle management.
Brendan resides in the Sunset Cliffs area of San Diego with his wife Ruth and two daughters. He enjoys an active lifestyle in the water and mountains and does his best to bestow the joys of life on his family.