Brett A. Mirliani, CFA, CFP®, CPWA®

PRINCIPAL

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.

Brett A. Mirliani, CFA, CFP

Brett can be reached:

By phone at 617-502-8322
By email at BrettM@BHBoston.com
BACK TO TEAM

Q: What are your role and responsibilities at Birch Hill?
A: My primary responsibilities include portfolio management, client service and new business. I’m also involved in the investment research process.

Q: What do you think Birch Hill’s best qualities are?
A: Our people, our culture, our investment approach and our aspirations. Relative to the last one, we have a long-term view and are continually looking to improve as individuals and as a firm.

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 personal and family values.

Q: When you’re not working, how do you spend your time?
A: I’m often with my wife on the sideline of a soccer field or basketball court cheering on our sons’ teams. We also love listening to our daughter’s a capella concerts. With our oldest now in college, my favorite moments are when we are all together. It could be as exciting as a family vacation or as simple as catching up over family dinner.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I’d like to work closely with non-profit organizations, focusing my efforts on the protection and well-being of both children and animals.

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.