Brant Cavagnaro is a Senior Analyst at Wealthstream Advisors who is passionate about building relationships with clients and helping solve the complexities of their given financial situation. He prepares detailed financial plans in order to uncover opportunities that will put clients on a path towards financial success. Brant also helps spearhead the research for the firm’s investment committee by analyzing current and potential strategies as well as monitoring the implementation of Wealthstream’s investment strategy.
Before joining Wealthstream Advisors, Brant was an associate at a wealth management firm where he reviewed insurance needs, provided asset allocation recommendations and prepared cash flow projections for clients. He also conducted research for new investment opportunities and wrote a biweekly blog on financial topics. Brant is a Chartered Financial Analyst® and a graduate of Northwestern University, where he played Division I baseball and completed a Bachelor of Arts in economics.
After gaining professional experience in the financial industry, Brant decided that he wanted to build his career at a firm where he would have ample opportunity to help clients achieve financial success while also pursuing a passion in analyzing investment portfolios and financial planning solutions.
Brant lives in New York City with his wife, Joelle, and enjoys sports, working out, golfing and reading.
Education and Credentials:
- B.A., Economics, Northwestern University
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™ Professional
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.