Before joining Cerity Partners, Brett worked as an outsourced Chief Operating Officer. He also served as Senior Director at BNY Mellon, a Senior Vice President at Goldman Sachs and Managing Director at AllianceBernstein. He was responsible for actively consulting with over 1,000 financial advisors across the United States on investment strategy and client engagement for privately-held businesses. Brett has worked closely with family offices, various hedge funds, REITs, and private equity firms to set up investment and operational infrastructures.
Brett received his degree from Indiana University of Pennsylvania. He is the founder and President of the Business Owners Exchange (BXO), a boarded member of the Exit Planning Exchange New York Chapter (XPX). Committee Chair of The Alliance of Mergers & Acquisitions Advisors™ (AM&AA), and committee member of the Member- Exit Planning Institute (EPI) and the National Association of Securities Professionals (NASP).
He is a frequent speaker at events focused on educating and preparing business owners for the sale of their business.