Brett A. Mirliani, CFA, CFP®
MANAGING DIRECTOR
Brett’s responsibilities include new business, marketing, portfolio management services, and providing financial advice to clients. He’s also involved in Birch Hill’s investment research process. With more than 20 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 and a member of the CFA Society Boston, and the CFA Institute. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Brett serves on the leadership team of the New England Chapter of the Life Planning Network, and is also the founder of The Vegan Mindset, a community of Boston-based professionals advocating the benefits of a plant-based diet and lifestyle.