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.

WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
Having the opportunity to work with clients and families that all have their own unique backgrounds, financial complexities, and perspectives on life and wealth. This creates an exciting and rewarding work environment where I am constantly challenged to learn.
IF YOU WEREN’T WORKING AT CRESTONE IN WEALTH MANAGEMENT, WHAT WOULD YOU BE DOING?
If I was not working at Crestone in wealth management, I would have liked to become a chef. My cooking is adequate at best, but it is a skill I’ve always appreciated, and a good meal is one thing almost anyone can see eye-to-eye on.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
Outside of work you can find me catching a show at a local venue, hitting the slopes, or agonizing over my favorite sports franchises in front of a TV.