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Brent Silver
Investment Coordinator
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Experience
Brent is an Investment Coordinator with the Wealth Center at Meaden & Moore. As a key member of the Wealth Center team, Brent is responsible for portfolio management including research and due diligence, manager selection, asset allocation, and trading. He brings to the organization over 25 years of experience in the financial services industry and expertise in investment management.
Brent works closely with the Wealth Center advisors and their clients to assist high net worth individuals, business owners, and executives in managing their wealth through investment, retirement, and tax planning. He utilizes the industry’s top resources to construct and monitor client portfolios to ensure they are aligned with and meeting client goals.
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Professional Organization Memberships
- Investments and Wealth Institute
- CFA Society of Cleveland
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Education
Miami University, BS in Finance
John Carroll University, MBA in Finance
Licenses and Designations Exams:
- FINRA Series 7
- FINRA Series 66
Designations:
- Certified Investment Management Analyst (CIMA®)
- Chartered Mutual Fund Counselor (CMFC®)
- Wealth Management Specialist (WMS®)
