Brett Benjamin has a robust background in finance and investment spanning over 15 years. Currently serving in Practice Development at Creative Planning Inc. since August 2021, Brett's previous experience includes a role as Vice President and Director of Analytics at AREA Real Estate Advisors from January 2020 to August 2021, and as an Investment Sales professional at American Century Investments between October 2018 and November 2019. Early career roles included Associate Client Portfolio Strategist and Product Manager at Ivy Investments (May 2011 - January 2017), as well as a tenure at J.P. Morgan Private Bank in Global Wealth Management (July 2008 - September 2010) and Northern Trust Wealth Management as an Investment Associate (April 2005 - August 2007). Brett holds a Bachelor of Science in Finance from the A.B. Freeman School of Business at Tulane University, achieved between 1999 and 2003, following an education at Pembroke Hill School from 1986 to 1999.
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