Brett Fingerhut

Brett Fingerhut, MBA, CFP®
Partner/Senior Wealth Advisor

Brett Fingerhut, MBA, CFP®, has been with the Investor Solutions team for over 10 years, with more than 20 years of investment experience in global equity markets. He currently is a Partner and Senior Wealth Advisor, where he focuses on the unique financial goals of each of his clients to help manage an investment portfolio for their personal situations and risk tolerance. Since joining Investor Solutions, he has earned a track record of providing high-level client satisfaction and loyalty. In addition to his role as a Partner within the company, he is in charge of heading up the Investment Committee and provides for the implementation of new investment models. works directly with clients and outside advisors to maintain the highest possible level of client interaction.

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Brett’s prior experience in Wealth and Investment Management includes working as a Director with the Florida-based Succession Group, which specializes in wealth transfer strategies for ultra-high net worth families. In this position, Brett worked in-depth 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 worked at Smith Barney 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.

Brett is married to his wife Johanna and has two young daughters Celine and Amara.