Brett Fingerhut MBA works for Investor Solutions in southern Florida. An Associate Advisor, Brett consistently achieves the highest level of client satisfaction and loyalty with his attention to service. He additionally provides for the implementation of new investment models depending on the changing needs of the client.
Brett joined Investor Solutions in 2011. Investor Solutions is a registered investment advisor with the aim of making the markets work for their pool of clients, when all too often, it is the reverse. The ensure the bottom line is aligned with their clients’ bottom line.
Brett takes pride in implementing new models of investment depending on the changing needs of the client. He also offers portfolio trading, monitoring, and rebalancing. Brett, along with the other senior advisors of the firm, focuses on analyzing the financial needs of the client, as well as their sensitivity to risk, investment horizon, and various goals.
Before working with Investor Solutions, Brett was busy strengthening his high client focus and relationship-building skills. Brett has used each position he has held to develop further insight into what kind of financial advisor clients are looking for. He is skilled at understanding the client, forging a constructive relationship, and assessing their needs. This is the key to consistent success and satisfaction for any client, regardless of the particulars of their needs.
Brett Fingerhut has been working in the finance and business industry for over 10 years. He earned his Bachelor’s degree from the University of Central Florida in Finance, then went on to earn his Master’s degree from the University of Miami in Business Administration, with a concentration in Finance, Mergers, and Acquisitions. He then served as an intern with Family Partners, a Minneapolis-based private multi-family office.
Brett then joined Smith-Barney, where he was a research analyst, followed by his employment with The Succession Group, which specializes in wealth transfer strategies for legacy planning. Brett assumed the role of Financial Analyst and Director. Based in Florida, the Succession Group addresses wealth and business needs of the client and help them to determine who will receive their assets, and how the assets will be distributed. In the case of valuable collections of art, they also determine how assets will be preserved.
After his work with The Succession Group, Brett Fingerhut had amassed over 10 years of experience in diverse global equity markets experience in diverse global equity markets before moving to Investor Solutions, where he still works today.