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Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

Brant-1

Brant Cavagnaro, CFA, CFP®, ECA

Director of Investment Policy

Senior Advisor, Shareholder

Brant Cavagnaro is a Senior Advisor and the Director of Investment Policy at Wealthstream Advisors. He is responsible for overseeing client portfolios and helping them navigate estate, tax, and retirement planning. Brant also spearheads the firm’s investment committee by analyzing current and potential investment strategies while also monitoring the implementation of Wealthstream’s internal strategy.

Prior to joining Wealthstream Advisors, Brant worked at a wealth management firm where he reviewed insurance needs, provided asset allocation recommendations, and prepared cash flow projections for clients. He also managed the firm’s blog, where he covered trending financial topics on a biweekly basis. Brant is a Chartered Financial Analyst® and a graduate of Northwestern University.

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 for analyzing investment portfolios and financial planning solutions.

Brant lives on Long Island, NY, with his wife and daughter. He enjoys working out and analyzing sports statistics.

Leadership positions and professional affiliations:

  • Vice Chair, CFANY Young Leaders Group (2018-2020)
  • Member, CFA Institute

Education and Credentials:

  • B.A., Economics, Northwestern University
  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Equity Compensation Associate, ECA

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.