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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

Chloe-1

Chloe Denning, CFP®

Senior Analyst

Chloe Denning is a Senior Analyst at Wealthstream, where she works with Advisors and the Operations team to evaluate client assets, income, needs, and goals. Chloe assists advisors in completing cash flow projections and executes performance reports to monitor client investment vehicles and portfolios. She conducts research for Wealthstream’s Investment and Financial Planning committees to further client and firm objectives and works with the Marketing team to develop the firm’s online content. Chloe is passionate about helping families and individuals integrate relevant elements of their lives to clarify their financial goals and maximize their potential to achieve them.


Prior to joining Wealthstream Advisors, Chloe worked as a revenue management professional for Marriott International where she gained analytical experience in optimizing product availability to maximize revenue growth. Her experiences assessing market indicators and developing strategies to impact consumer behavior led her to take a proactive approach in Financial Planning and serving Wealthstream clients. Chloe’s service-oriented focus has proven valuable in her role of helping individuals, as opposed to organizations, achieve favorable outcomes.


Chloe graduated from Cornell University where she attended the S.C. Johnson College of Business and earned a Bachelor of Science degree in Hotel Administration with a concentration in Services, Marketing, and Operations Management. Chloe received a certificate in Financial Planning from New York University.


Chloe grew up near Pittsburgh and in northern New Jersey. She is a professionally trained dancer and enjoys theatre, fitness activities and spending time with her family and friends. Her favorite book is Untamed by Glennon Doyle.

Education

  • B.S. in Hotel Administration, Cornell University S.C. Johnson College of Business
  • Certificate in Financial Planning, New York University
  • CERTIFIED FINANCIAL PLANNER™ Professional

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.