Team Category: Investment Management Team

  • June 8, 2026
    As an Investment & Research Analyst, Andrew Renninger collaborates on portfolio strategies, generates investment reports, and contributes insights that strengthen…

  • April 24, 2026
    Brady McBride’s work with structured assets, 401(k) management, and client portals creates a seamless, diverse investment experience for clients. A…

  • April 30, 2026
    Gabe Wyatt helps clients use high-quality, tax-efficient financial strategies to work toward their goals. An Investment Policy Committee member and…

  • June 25, 2026
    As a Portfolio Manager, Steve Indiveri brings more than 18 years of investment experience to help clients thoughtfully steward their…

  • April 16, 2026
    A Portfolio Manager at Credent Wealth Management, Matt Redmond focuses on helping clients pursue long-term financial confidence through disciplined portfolio…

  • April 16, 2026
    As a Portfolio Manager on Credent’s Investment Management Team, Nicholas D’Andrea optimizes clients’ investment strategies and solutions. Focused on supporting…

  • December 1, 2025
    Alisha Norris manages all aspects of our UMA investment platform, making it possible for clients to accumulate wealth, mitigate risk,…

  • October 28, 2025
    Edison Byzyka leads Credent’s in-house investment team, offering clients strategic, transparent, tax-efficient options to help them build wealth. As the…