Brendan W. Freeman has spent his entire career in wealth management working directly with clients and leading teams advising clients. Brendan enjoys identifying what is important to clients and collaborating with them to get it right through a defined financial planning process and thoughtful investment management.
Prior to joining Cauble Harre & Freeman Wealth Management, Brendan spent 16 years in key wealth management leadership roles at First Business Bank in Madison, Wisconsin, Regions Bank overseeing seven markets in the Midwest and Southern United States, and Enterprise Bank & Trust in Saint Louis. Through those experiences, Brendan worked with some of the best advisers in the country serving the needs of clients.
Brendan has collaborated with clients who have saved well, sold their businesses, or are thinking about selling their businesses, or who have come into wealth through inheritance. He started his career in Saint Louis working for 8 years with a talented team at Bank of America. At that time, Brendan and Peter started working together and forged a great friendship that came full circle recently when Brendan, Peter, and Liz decided to partner together.
Brendan earned his Bachelor of Science in finance from Marquette University and received his Master of Business Administration degree from Washington University in Saint Louis.
Brendan is a founding member and current co-chair of the American Cancer Society’s CEO’s Against Cancer in Wisconsin. He also serves on the Saint Louis University High School Ignatian Business Leader Advisory Board. Brendan has held previous leadership roles with the Center of Creative Arts (COCA), United Way Saint Louis, and Ascension Catholic School Athletic Association in Chesterfield.
Brendan and his wife, Angela, live in Chesterfield with their five children.
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Specialties and Expertise
6
High Net Worth Planning
Portfolio Construction
Cash Flow Analysis
Business Ownership Strategies
Retirement Income
Succession Planning
Clientele
5
Business Owners
Tech Employees
Retirees
High Net Worth Individuals
Entrepreneurs
Credentials and Designations
1
Master of Science in Business Administration
Education
2
Washington University in St. LouisMasters of Business AdministrationYear Obtained: 2006
Marquette UniversityBachelor of Science - FinanceYear Obtained: 1998
Job History
1
First Business BankPresident - Private Wealth2018-2024
Quick Facts About Brendan
Years of Experience:28 yearsMember since:2025Average Account Size:$1,500,000Number of clients:100
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