Shane Brennan, CFA

Shane Brennan, CFA

Assistant Vice President

Followers of Shane Brennan, CFA749 followers
location of Shane Brennan, CFAStony Brook, New York, United States

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  • Timeline

  • About me

    Portfolio Manager at Norges Bank Investment Management

  • Education

    • Marist College

      2003 - 2007
      B.S. Finance, Economics Cum Laude
  • Experience

    • Capital Markets Advisors, LLC

      Jun 2007 - Jan 2014
      Assistant Vice President

      I served as a fixed income advisor to municipalities on their tax-exempt and taxable debt issuance, including bonds, refundings, notes and lease financings. My clients included universities, counties, cities, towns, villages, school districts and fire districts. I successfully structured and closed over 500 municipal bond and note issues with a total par amount of over $5 billion. Some of my responsibilities included formulating a financing strategy with clients, determining the structure and the term of the issue, identifying refunding opportunities, developing refunding bond structures, performing fixed income valuation analysis, assisting clients with their credit rating presentations and preparing sale documents. Show less

    • City National Rochdale

      Jan 2014 - Jan 2018
      Senior Fixed Income Analyst

      Conducting credit analysis and research on municipal securities.

    • Norges Bank Investment Management

      Jan 2018 - now
      Portfolio Manager
  • Licenses & Certifications

    • CFA Charterholder

      CFA Institute
    • Series 66

      North American Securities Administrators Association
      Nov 2014
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Nov 2014