
Education
B.A., Cleveland State University
affiliation
Estate Planning Council of Cleveland
Relationship Management Officer, Portfolio Management
Christa Brenner
Christa Brenner, CTFA, is a Relationship Management Officer specializing in Portfolio Management in Glenmede’s Cleveland office. In this role, she partners with senior investment professionals to provide tailored tax-efficient advice for Private Wealth clients. Additionally, Ms. Brenner works closely with wealth advisory colleagues to implement portfolio decisions while ensuring client wealth objectives are fulfilled.
Prior to joining Glenmede, Ms. Brenner served as Assistant Portfolio Officer and Fiduciary Specialist for The Bank of New York Mellon. In this role, she supported the Senior Portfolio Manager with client investments and provided daily administration of account investments. Before this role, Ms. Brenner served as Senior Portfolio Administrator, where she supported the Senior Portfolio Officer and Fiduciary Officer with administration of high-net-worth relationships.
Ms. Brenner received a Bachelor of Arts degree in economics from Cleveland State University. She holds the Certified Trust and Fiduciary Advisor designation. Ms. Brenner is a member of the Estate Planning Council of Cleveland.
Education
B.A., Cleveland State University
affiliation
Estate Planning Council of Cleveland