Brett Bennett, CFA | Investments & Portfolio Reviews

Brett Bennett is responsible for portfolio reviews and assisting in fund due diligence. He is passionate about supporting Aptus’ financial advisory clients and working to improve financial outcomes for their clients.

Background & Education

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. 

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.  

Outside the Office

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! 

Why Aptus?

“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’s no wonder that the firm’s value-adds resonate so strongly in the marketplace. Joining Aptus was an easy decision.”