TEAM

Brett A. Mirliani, CFA, CFP®, CPWA®

PRINCIPAL

Brett provides portfolio management services and financial advice to clients. In addition, he is responsible for providing security analysis and investment recommendations. With more than 25 years in the financial services industry, Brett’s background includes serving as a co-founder at Granite Harbor Asset Management, an equity analyst with Massachusetts Financial Services (MFS), and holding key roles at Manning & Napier Advisors and TD Waterhouse.

Brett has a BA from St. Lawrence University. He is a Chartered Financial Analyst, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Certified Private Wealth Advisor®. He is a member of several professional organizations: CFA Society Boston, CFA Institute, and USA 500 Clubs. Brett also serves on the Board of Directors of the Victim Rights Law Center. In 2025 Brett was named one of Boston’s Five Star Wealth Managers; he has earned this distinction four times.

Brett can be reached:

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Q: What are your role and responsibilities at Birch Hill?
A: My primary responsibilities include portfolio management, client service and investment research.

Q: What do you think Birch Hill’s best qualities are?
A: Our people and our unwavering focus on doing what’s best for our clients.

Q: What about what you do brings you the most personal satisfaction?
A: Helping individuals and families plan for and ultimately achieve their most important goals while staying true to their values.

Q: When you’re not working, how do you spend your time?
A: When not working, I primarily spend time with my wife, two rescue dogs, and our adult children. My wife and I enjoy reading, biking locally, and increasingly, travel. I also participate in the Senior Games’ basketball tournament with close friends. Outside of these activities, I am deeply committed to my board work with the Victim Rights Law Center.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: When I retire, many years from now, I envision being around the game of basketball in some coaching capacity and serving on several non-profit Boards.

Q: What words do you live by?
A: “A life is not important except in the impact it has on other lives.” It came from Jackie Robinson.