Brenda is Chief Investment Officer and Managing Director. She has more than twenty years of experience serving the complex financial needs of families with substantial wealth.

Focus
— Wealth Counsel Philosophy Oversight
— Wealth Strategy Development
— Product Evaluation and Selection
— Multi-generational Planning

Prior Experience
— Chief Investment Officer, Crosswater,
— a multi-family office
— Director of Family Office Strategies,
— U.S. Bancorp Piper Jaffray
— Vice President, Investment Planning,
— Carlson Investment Group, Inc.

Education:
— B.A. Economics, Carleton College, Northfield, MN
— M.B.A. Security Analysis & Portfolio Management, Carlson School of Management, Minneapolis, MN

Other:
— Featured Speaker and Participant in
— Multiple Family Office Conferences
— Board Member, Stevens Square Foundation