Brett Fingerhut

Financial Advisor

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Brett Fingerhut, MBA, as the Associate Advisor, is responsible for achieving a high level client satisfaction and loyalty through excellent service. In addition, he provides for the implementation of new investment models depending on client’s changing needs, as well as portfolio trading, monitoring and rebalancing. Overall, with other Senior Advisors, Brett focuses on analyzing clients’ financial needs, goals, sensitivity to risk and investment horizon.

His prior experience in Wealth and Investment Management includes a three year full-time position as a Financial Analyst and Director with The Succession Group, a Florida-based wealth and succession planning firm, which specializes in wealth transfer strategies. While there, he worked with the Managing Partner throughout the succession planning process, analyzed financial and wealth documents in order to design recommended strategies, and served as the liaison between the wealth management and succession planning partnership. Prior to joining The Succession Group, Brett was a research analyst at Smith Barney and completed an internship with Family Partners, a Minneapolis-based private multi-family office. These experiences strengthened his high client focus and relationship-building skills. He joined Investor Solutions in 2011.

Brett Fingerhut comes to Investor Solutions with over 10 years of investment experience in global equity markets. Brett recently earned his MBA from the University of Miami Full-Time program with a concentration in Finance and Mergers & Acquisitions, and also received a Bachelor’s degree in Finance from the University of Central Florida.