Experience & Expertise

Brant Cavagnaro is a Partner and Senior Financial Advisor at Greenspring Advisors. He works with clients to design and oversee investment portfolios, while also providing comprehensive guidance across estate, tax, and retirement planning. Brant has a specialty in equity compensation, helping executives and professionals navigate the complexities of stock options, restricted stock, and concentrated company holdings.

Prior to joining Greenspring Advisors, Brant worked at a wealth management firm where he reviewed insurance needs, provided asset allocation recommendations, and prepared cash flow projections for clients. He is a Chartered Financial Analyst® and a graduate of Northwestern University.

After gaining professional experience in the financial industry, Brant decided that he wanted to build his career at a firm where he would have ample opportunity to help clients achieve financial success while also pursuing a passion for analyzing investment portfolios and financial planning solutions.

Brant lives on Long Island, NY, with his wife and two daughters. Outside of work, he enjoys fitness and studying sports statistics.

Favorite Thing About Working With Clients

“Making a meaningful difference in clients’ lives and alleviating the stresses they have
regarding their finances.”

My Philosophy On Client Service

“I strive to make managing money the simplest and least stressful part of my clients’
lives.”