Brett Fingerhut, MBA, CFP®, has been a valuable asset of the Investor Solutions team for five years, with more than 15 years of investment experience in global equity markets. He currently works as a Financial Advisor, where he works directly with clients and advisors to maintain the highest possible level of client loyalty and satisfaction. He’s also responsible for portfolio trading, monitoring and rebalancing. Alongside fellow Senior Advisors, Brett focuses on analyzing clients’ financial needs, goals, sensitivity to risk and investment horizon. In addition, he currently heads up the investment committee at Investor Solutions, where he’s responsible for analyzing and reviewing all asset and investment topics.
Brett’s prior experience in Wealth and Investment Management includes working as a Financial Analyst and Director with the Florida-based Succession Group, which specializes in wealth transfer strategies. In this position, Brett worked with the Managing Partner throughout the process of succession planning, analyzing financial and wealth documents to design recommended strategies, and served as the liaison between the wealth management and succession planning partnership. Before working with The Succession Group, Brett was a research analyst at Smith Barney and interned with the Minneapolis-based private multi-family office Family Partners. These experiences have strengthened Brett’s client focus and relationship-building skills.
Brett earned his MBA from the University of Miami with a concentration in Finance and Mergers & Acquisitions in 2011, and earlier received a Bachelor’s degree in Finance from the University of Central Florida.