Anthony Behrens has a strong background in investment operations and portfolio services. Anthony is currently working at Savant Wealth Management, where they started as the Portfolio Services Manager in February 2020 and later became the Investment Operations Supervisor in January 2021. Since April 2023, they have been serving as the Manager of Investment Operations.
Before joining Savant Wealth Management, Anthony worked at Huber Financial Advisors, LLC, where they held the position of Portfolio Services Manager from November 2019 to February 2020. Prior to that, they worked as a Portfolio Operations Associate at the same company from August 2017 to November 2019.
Anthony's career began at Cedar Capital in July 2013, where they served as an Operations Associate and Client Services Associate. Anthony'sresponsibilities included delivering innovative investment solutions and providing access to multiple diversified strategies. Anthony remained with Cedar Capital until July 2017.
Anthony's earliest work experience was with Great-West Financial, where they worked as a Retirement Representative from December 2010 to June 2013.
Overall, Anthony Behrens has a comprehensive background in investment operations, portfolio services, and retirement planning, with progressively responsible roles throughout their career.
Anthony Behrens attended the University of Wisconsin-Milwaukee from 2006 to 2010, where they earned their Bachelor's degree in Global Studies - Management.
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