Chloe Denning, CFP®

Senior Analyst

Experience & Expertise

Chloe Denning is a Senior Analyst at Greenspring Advisors, where she works with
advisors and the operations team to evaluate client assets, income, needs, and goals.
Chloe assists advisors in completing cash flow projections and executes performance
reports to monitor client investment vehicles and portfolios. Chloe is passionate about
helping families and individuals integrate relevant elements of their lives to clarify their
financial goals and maximize their potential to achieve them.

Prior to joining Greenspring Advisors, Chloe worked as a revenue management
professional for Marriott International where she gained analytical experience in
optimizing product availability to maximize revenue growth. Her experiences assessing
market indicators and developing strategies to impact consumer behavior led her to take
a proactive approach in Financial Planning and serving Greenspring’s clients. Chloe has
been a featured guest on the podcast, New Planner Recruiting, where she discusses
her transition from hospitality to financial planning, and how she’s worked to build her
confidence in that role.

Chloe graduated from Cornell University where she attended the S.C. Johnson College
of Business and earned a Bachelor of Science degree in Hotel Administration with a
concentration in Services, Marketing, and Operations Management. Chloe received a
certificate in Financial Planning from New York University.
Chloe grew up near Pittsburgh and in northern New Jersey. She is a professionally
trained dancer and enjoys theatre, fitness activities and spending time with her family
and friends. Her favorite book is Untamed by Glennon Doyle. Fun fact, Chloe was
featured on an episode of “Breed All About It” on animal planet!

Favorite Thing About Working With Clients

“I’m passionate about improving client well-being by striving to foster peace of mind. I
love when our relationship opens the door for a less worrisome and more fulfilling life.”

My Philosophy On Client Service

“My philosophy is to be relentlessly proactive: anticipate client needs, simplify
complexity, and execute quickly and accurately so clients can focus on their lives rather
than the details. I aim to be someone who listens deeply, communicates clearly, and
takes ownership by making sure nothing falls through the cracks.”

New York 
B.S. in Hotel Administration with concentration in Services, Marketing, and Operations
Management
Certificate in Financial Planning
CERTIFIED FINANCIAL PLANNER®
West Milford, NJ
Cornell University
St. Jude's Make-A-Wish Foundation, ASPCA, National Borzoi Rescue Foundation
Running Broadway Reading Barre/Yoga Baking
Love your neighbor
What I Love About Greenspring

“I love working in a place that both challenges me to grow and supports me along the way. We have a culture where everyone looks out for each other just like we do for our clients, and that balance makes our work meaningful. You feel the care and collaboration in everything we do.”

Recent Insights

Businessman and businesswoman reviewing contract; business team working in the background. Focus on the man in the foreground

How International Investments Can Help Portfolios

An exploration of common types of international investments and why they can provide valuable diversification for US-focused portfolios.

What to Do If Premiums for Long-Term Care Insurance Increase

A guide to determining the best course of action if premiums for your long-term care insurance increase.

Key Considerations for Income Investing

An explanation of income investing, including the pros and cons of common income-generating investments.