Brett Fingerhut, MBA, CFP®
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.