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Brett Bennett\u00a0is responsible for portfolio reviews and assisting in fund due diligence. He is passionate about supporting Aptus\u2019 financial advisory clients and working to improve financial outcomes for their clients.<\/p>\n
Background & Education<\/strong><\/p>\n Prior to Aptus, Brett was at Envestnet and Schwab working in a variety of roles that included money manager research and providing investment advice to help clients reach their investment goals.\u00a0<\/p>\n Brett holds the Chartered Financial Analyst designation from the CFA Institute. He graduated with a Masters in Business Administration from the University of Colorado-Denver and received his undergraduate degree in Finance from Bentley University where he was a member of the men’s track and cross country teams.\u00a0\u00a0<\/p>\n Outside the Office<\/strong><\/p>\n Having grown up in Maine, Brett now lives in Denver, CO with his wife Lisa, and their 3 dogs. He enjoys being in nature and can often be found hiking, fishing, and mountain biking. He and Lisa enjoy travel and usually try to visit warm, beach-y spots. They also are big Nuggets, Rockies, and Avalanche fans!\u00a0<\/p>\n Why Aptus?<\/strong><\/p>\n “Having been introduced to Aptus through a mutual industry friend, I was able to see first-hand the positive culture, sense of mission to make a strong impact for advisors and clients, and the energy that the team brings every day. It\u2019s no wonder that the firm\u2019s value-adds resonate so strongly in the marketplace. Joining Aptus was an easy decision.”<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"featured_media":235032,"template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false},"class_list":["post-234824","person","type-person","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\n