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Meet Brett

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Your Trusted Independent Advisor

Brett Cicinelli brings over two decades of financial and analytical experience to work for clients and is the founder and President of Confluence Capital Advisors.  He teaches a post-graduate course on Alternative Investing Strategies.  Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).

Previously, he was a Managing Director with one of Europe’s most successful families at their Eagle Advisors family office.  The family office took a global approach to seek out investments across all asset categories with a “no stone unturned” philosophy.  In this role, Brett drove asset allocation decisions across the firm, utilizing outside managers through an “endowment style” investment model.  Additionally, he launched and managed the firm’s direct stock-picking strategies. 

 

Prior to joining the European family office, he was employed with Reed Conner & Birdwell Investment Management as an equity and bond analyst, and portfolio manager for high net worth and institutional clients. Brett held similar positions with Prudential Securities and Credit Suisse First Boston, within the investment banks’ equity research departments.

 

He grew up as a fourth-generation member of his family’s business in Michigan and later helped facilitate the sale of the business.  Brett graduated from the University of Michigan’s Ross School of Business with a BBA and an emphasis in finance and accounting.  His interests include painting, fly-fishing, and spending time with his children.

 

Confluence donates 1% of all divorce financial planning revenue to the Harriett Buhai Center for Family Law, where Brett is a volunteer.  

Professional Membership
  • IDFA

  • CFA Institute

  • CFA Society of Los Angeles

  • The Wealth Management League

  • Financial Planning Association

  • FPA of the West Valleys

  • Institute for Divorce Financial Analysts

  • Virtual Divorce CaliforniaLos Angeles Collaborative Family Law Association

  • Los Angeles Collaborative Family Law Association

  • International Academy of Collaborative Professionals

  • National Association of Certified Valuators and Analysts

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