Michael Brennan, CFP®

Michael Brennan, CFP®

Founder

Michael is an investment professional with 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation. Most recently, Michael spent 5 years as an Investment Advisor with Goldman Sachs focused on ultra-high net worth families and non-profit institutions.

In that capacity, he was responsible for creating and implementing customized investment solutions with a focus on tax efficiency and risk management.

Michael holds a BS in Finance from Fairfield University and resides in Connecticut with his wife and daughter. He enjoys reading, skiing, traveling, and spearfishing.