Brett Greenspan, CFA®, CFP®

Associate Director, Wealth Advisor

Brett Greenspan is an Associate Director, Wealth Advisor at Cresset. He works closely with clients to provide customized asset allocation strategies and develop holistic, comprehensive financial plans that are aligned with their specific goals and objectives.

Brett has worked at several firms in the investment management space over the course of his career. Prior to joining Cresset, Brett worked as a Portfolio Specialist at Morningstar Investment Management, where he served as a subject matter expert on Morningstar’s portfolio offerings and acted as a liaison between the investment team and Morningstar stakeholders. In this role he also delivered economic and market updates while representing Morningstar at industry conferences and events across the country.

Brett graduated from the University of Maryland-College Park with a bachelor’s degree in finance. He is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER (CFP® professional). Brett grew up in the suburbs of Chicago and currently lives in Deerfield with his wife, daughter, 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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