Experience
Brent is a wealth management analyst with The Wealth Center at Meaden & Moore. As a key member of the Wealth Center team, Brent is responsible for portfolio management including research and due diligence, manager selection, asset allocation, and trading. He brings to the organization over 22 years of experience in the financial services industry and expertise in investment management.
Brent works closely with the Wealth Center advisors and their clients to assist high net worth individuals, business owners, and executives in managing their wealth through investment, retirement, and tax planning. He utilizes the industry’s top resources to construct and monitor client portfolios to ensure that they are aligned with and meeting client goals.
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Education
Miami University, BS in Finance
John Caroll University, MBA in Finance
FINRA Exams:
- FINRA Series 7
- FINRA Series 66
Designations:
- Certified Investment Management Analyst (CIMA®)
- Chartered Mutual Fund Counselor (CMFC®)
Professional Organization Memberships
Investments and Wealth Institute
CFA Society of Cleveland
