Brett Smith

Partner/ Director of Investment Operations

Brett Smith is currently a Portfolio Manager at Lifeworks Advisors, where they have been since 2017, focusing on wealth management and strategic advising for families and businesses. In addition to their professional role, Brett is a student at Oakland University, where they have been enrolled since 2013. Previously, they worked as a Financial Representative at Northwestern Mutual from 2015 to 2017 and earned a degree in Marketing from Oakland University in 2017.

Location

Grand Rapids, United States

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