Brett Greenspan, CFP®

Associate Director, Wealth Advisor

Brett Greenspan is an Associate Director, Wealth Advisor at Cresset. Brett works closely with ultra-high-net-worth families, CEOs, and entrepreneurs of closely held businesses, family offices, and select institutional clients.  In addition, Brett partners with Cresset team members to create customized plans for portfolio construction and personalized implementation strategies.

Brett has worked at several firms in the asset management space over the course of his career. Prior to joining Cresset, he worked as a Portfolio Specialist at Morningstar Investment Management, where he served as a liaison between the investment team and Morningstar stakeholders across the country. He also delivered economic and market updates while representing Morningstar at industry conferences and events.

Brett graduated from the University of Maryland-College Park with a bachelor’s degree in finance and is a CERTIFIED FINANCIAL PLANNER (CFP® professional). Brett grew up in the suburbs of Chicago and currently lives in Deerfield with his wife Emily, daughter Grace, and golden retriever Enzo. Outside of work, Brett enjoys spending time with family and friends, playing basketball and golf, and is a passionate Bulls, Cubs, and Bears fan.

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