Brennan McCormack, CFA®
Associate, Client Advisory
Associate, Client Advisory
As an associate of client advisory, Brennan is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to joining Crestone, Brennan was an associate at Goldman Sachs Ayco on the executive financial planning team, where he served high-net-worth individuals and families in the areas of portfolio construction and investments, tax planning, estate planning, and cash-flow and risk management.
Brennan received his Bachelor of Science in business administration, with a concentration in finance and minor in economics, from Ithaca College in Ithaca, NY. He is a CFA® charterholder.
Brennan is a member of both CFA® Institute and CFA® Society Colorado.