Brendan Wright, CFP®
Brendan Wright, CFP®
Associate, Planning Solutions
New York
Brendan joined Summit Trail in 2021 as an Analyst within the Planning Solutions team. He works closely with the client service team to provide bespoke estate planning and organization to ultra-high-net-worth individuals and families. Prior to Summit Trail, Brendan was an Asset Analysis Associate at Heritage Strategies LLC.
Education:
Bachelor of Science in Mathematical Economics, Gettysburg College.