Sozo Capital Partners

Brett Grossman is CEO of Sozo Capital Partners. His practice manages a book of business in the Financial Services industry. Together, along with his team they have worked with thousands of clients. Providing customized financial instruments in place to meet their client’s economic situation and retirement planning needs. His client portfolio includes but not limited to small to medium sized businesses, entrepreneurs, startups, investors, attorneys, fortune 500 companies and middle American families across the country.

He’s worked with many professionals in groups and individually who’ve gone on to have great success as business leaders in their respective communities.​ He’s mentored, coached and educated individuals in key areas such as optimization, building distribution, marketing, operations, sales, recruiting and hiring. Grossman leads with passion and takes great pride in creating other leaders in their field.

A graduate of West Virginia University where he majored in Liberal Arts and played Lacrosse. Along with his wife Jennifer, they have two beautiful children ages 13 and 8. Brett loves the Philadelphia Eagles, competitive obstacle course racing, coaching his children in sports and spending quality time traveling the world with his family.

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Categories: Financial Services