Brenden Gebben

Brenden Gebben, M.B.A., CIMA®, EF
Chief Executive Officer

Brenden has led the firm since its founding, guiding its evolution into a recognized innovator in held-away investment management and advisor technology.

He is responsible for the firm’s overall strategic direction, vision and growth.

Brenden earned his MBA with a concentration in Information Systems from the University of Illinois at Springfield and holds a BA from Illinois Wesleyan University. He is among the longest-tenured Certified Investment Management Analysts (CIMA®) and an Entrepreneurial Fellow with the University of Pittsburgh.

As a widely recognized authority on held-away 401(k) management, Brenden’s insights have been featured across the industry, and he frequently speaks on the topic. Under his leadership, the firm has developed a pioneering turnkey asset management platform (TAMP) that empowers financial advisors to seamlessly manage clients’ held-away assets through direct, compliant, front-door access.

Also, an item that may be of interest for the podcast, directly after college I started my career as a professional bungee jumper, missed my undergraduate graduation for my first big gig and....my hair was shoulder length long (kind of miss that).