Brett S. Email & Phone Number
Senior Investment Analyst @ UHNW Management Family Office
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Brett S. Location
- Washington, DC, US
Brett S. Work
- Senior Investment Analyst @ (January 2023 - Present)
- Managing Director, Senior Investment Analyst @ (June 2011 - December 2022)
- Associate @ (October 2009 - June 2011)
- Analyst @ (July 2007 - October 2009)
- Analyst - Equity Research @ (May 2005 - August 2005)
- Intern @ (May 2003 - July 2003)
Brett S. Education
- Cornell University 2003-2007
- Gilman School
Brett S. Skills
- Business Valuation
- Banking
- Financial Structuring
- Global Investment Management
- Equity Valuation
- Microsoft Office
- Management
- Growth Capital
- Strategy
- Business Strategy
- Analytical Skills
- Investment Management
- Financial Markets
- Asset Management
- Mergers & Acquisitions (M&A)
- Finance
- Hedge Funds
- Investment Banking
- Emerging Markets
- Valuation
- Financial Modeling
- Private Equity
- Corporate Finance
- Investments
- Equities
- Capital Markets
- Equity Research
- Bloomberg
- Fixed Income
- Due Diligence
- Financial Analysis
- Venture Capital
- LBO
- Portfolio Management
- Series 7
- Alternative Investments
- Derivatives
Brett S. Summary
- Brett S., based in Washington, DC, US, is currently a Senior Investment Analyst at Forth Management Family Office. Brett S. brings experience from previous roles at Cartica Management, LLC, RBC Capital Markets, Bank of America Merrill Lynch and T. Rowe Price. Brett S. holds a 2003 - 2007 Cornell University. With a robust skill set that includes Business Valuation, Banking, Financial Structuring, Global Investment Management, Equity Valuation and more. Brett S. has 2 emails and 2 mobile phone numbers on RocketReach.
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