Brett A. Mirliani, CFA, CFP®, CPWA®
Brett provides portfolio management and financial advice to high net worth individuals and is involved in Birch Hill’s investment research process. Brett’s responsibilities also include new business and marketing. With more than 25 years in the financial services industry, Brett’s experience includes business development, security analysis, portfolio management and providing financial advice to individual clients. Prior to joining Birch Hill, he was a co-founder and Director of Client Relations at Granite Harbor Asset Management. He was also an equity analyst with Massachusetts Financial Services (MFS) and held positions at Pinnacle Equity Solutions, 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®. Brett is a member of several professional organizations: CFA Society Boston; CFA Institute; and Boston Estate Planning Council. In 2022 Brett was named one of Boston’s Five Star Wealth Managers. In addition, Brett is also the founder of The Vegan Mindset, a community of Boston-based professionals advocating the benefits of a plant-based diet and lifestyle.