Brett Fingerhut, MBA, is an Associate Advisor for Investor Solutions in Miami, Florida. Investor Solutions is a fee-only registered investment advisor, aiming to make the markets work for clients, and not the reverse. They align their bottom line with the bottom line of their clients. Brett 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 a 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. Brett joined Investor Solutions in 2011.
Brett’s business experiences before Investor Solutions strengthened his high client focus and relationship-building skills. Each position he has held has given Brett further insight into what clients are looking for in a financial advisor. He is skilled at assessing the needs of a client and forging a constructive relationship.
Prior to his employment at Investor Solutions, Brett Fingerhut had amassed over 10 years of investment experience in global equity markets. He gained great experience in Wealth and Investment Management while in a three year full time position as a Financial Analyst and Director with The Succession Group. The Succession Group is a Florida-based wealth and succession planning firm, which specializes in wealth transfer strategies. They help clients plan their financial legacies. Often, this involves addressing their wealth and business transfer needs, as well as the transfer of their personal and professional values. They help clients to determine and ensure who will receive their assets; how their assets will be distributed and utilized; and in the case of valuable art or other valuable collections, how their assets will be preserved.
Prior to joining The Succession Group, Brett was a research analyst at Smith Barney. Morgan Stanley bought 51% of Smith Barney in January, 2009. The combined brokerage house has nearly 20,000 financial advisors and manages a client asset pool of over $1.5 trillion.
Prior to working for Smith Barney, Brett completed an internship with Family Partners, a Minneapolis-based private multi-family office. Before that, Brett earned his Master’s degree in Business Administration from the University of Miami full time program with a concentration in Finance and Mergers & Acquisitions. He also holds a Bachelor’s degree in Finance from the University of Central Florida. That’s 10 plus years working in finance & business, a path he continues on today.