Meet Brett

Brett Cicinelli brings nearly three 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®), Master Analyst in Financial Forensics® (MAFF®), and Certified Business Exit Consultant® (CBEC®).

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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.