Brett Richter Email & Phone Number
Financial Advisor @ KBK Wealth Management
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Brett Richter Location
- New York, NY, US
Brett Richter Work
- Financial Advisor @ (September 2026 - Present)
- Engagement Lead @ (April 2025 - August 2026)
- Senior Growth Account Executive - Carta Venture Capital @ (January 2025 - March 2025)
- Growth Account Executive @ (August 2023 - December 2024)
- Account Manager @ (November 2021 - August 2023)
- Portfolio Associate - PWM @ (May 2021 - November 2021)
- Wealth Strategy Associate - PWM @ (December 2018 - May 2021)
- Registered Client Service Associate - PWM @ (June 2016 - November 2018)
- Private Wealth Management Intern @ Mariner Wealth Advisors (June 2015 - August 2015)
- Private Wealth Management Intern @ (June 2013 - August 2013)
Brett Richter Education
- University of Maryland - Robert H. Smith School of Business
Bachelor's degree (Finance)
- Anglo-American University, Prague
Semester abroad studying Finance and International Business in Prague (Czech Republic.)
Brett Richter Skills
- Account Management
- Asset Allocation
- Entrepreneurship
- Financial Advisory
- Financial Services
- Philanthropy
- Relationship Development
- Sales
- Leadership
- PowerPoint
- Public Speaking
- Windows
- Financial Planning
- Investments
- English
- Finance
- Wealth Management
- Mac
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Asset Management
- Customer Service
- Financial Analysis
- Public Relations
- Research
- Analysis
Brett Richter Summary
- Brett Richter, based in New York, NY, US, is currently a Financial Advisor at KBK Wealth Management. Brett Richter brings experience from previous roles at Vise and Carta. Brett Richter holds a Bachelor's degree in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Account Management, Asset Allocation, Entrepreneurship, Financial Advisory, Financial Services and more. Brett Richter has 2 emails and 2 mobile phone numbers on RocketReach.
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