Profile
Brett C.
Fingerhut worked as a Research Analyst at Smith Barney, Inc. He then worked as a Financial Analyst at Succession Group Limited.
Fingerhut was a Partner & Wealth Advisor at Managed Account Services, Inc. from 2011 to 2021.
He earned an undergraduate degree from the University of Central Florida in 2005 and an MBA from the University of Miami in 2011.
Former positions of Brett C. Fingerhut
| Companies | Position | End |
|---|---|---|
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Trading-Equity | 30/09/2021 |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
| Succession Group Limited | Corporate Officer/Principal | - |
Training of Brett C. Fingerhut
| University of Central Florida | Undergraduate Degree |
| University of Miami | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Finance |
| Succession Group Limited |
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- Brett C. Fingerhut
