Partner & Senior Investment Officer, Veritable, LP
Brett is a partner and senior investment officer. Before joining Veritable in 1996, Brett was a senior tax consultant at Coopers & Lybrand, specializing in personal financial and executive compensation planning. Brett is a CPA and a member of the CFA Institute. He graduated summa cum laude with a Bachelor degree from the Wharton School of the University of Pennsylvania and a J.D. from the University of Pennsylvania Law School. He is on the Board of The Curtis Institute of Music and is a member of their Investment and Finance Committees. Brett also serves on the Board of the Klein JCC.
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