About
Brett
Brett has nearly 25 years of experience in the financial services sector and has worked for investment banks, asset management companies, hedge funds, and insurance companies. He brings his knowledge and experience to Focus Partners Wealth in areas like asset allocation review and development, portfolio oversight and management, client communication, financial planning, and account trading.
Brett understands the investment and operational sides of financial services companies as well as the perspective of an individual and institutional client.
When not at work, Brett enjoys volunteering at his temple and with youth sports, playing golf, and spending time with his wife, two sons, and two dogs.
Education and Professional Milestones
-Emory University - bachelor’s degree in business administration
Brett has nearly 25 years of experience in the financial services sector and has worked for investment banks, asset management companies, hedge funds, and insurance companies. He brings his knowledge and experience to Focus Partners Wealth in areas like asset allocation review and development, portfolio oversight and management, client communication, financial planning, and account trading.
Brett understands the investment and operational sides of financial services companies as well as the perspective of an individual and institutional client.
When not at work, Brett enjoys volunteering at his temple and with youth sports, playing golf, and spending time with his wife, two sons, and two dogs.
Education and Professional Milestones
-Emory University - bachelor’s degree in business administration