Brett Greenspan, CFP®
Associate Director, Client Portfolio Manager
Brett Greenspan is an Associate Director, Client Portfolio Manager working with the portfolio management and investment teams at Cresset. Additionally, he assists Cresset Wealth Advisors with portfolio construction and 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 with 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 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.