Brett Barrett
Assistant Vice President | Private Wealth Management at Morgan Stanley
- Role
- Assistant Vice President Private Wealth Management at Morgan Stanley
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President Private Wealth Management
Jan 2026 — Present · Palm Beach, FL, US
Advise high-net-worth individuals and families on portfolio construction, asset allocation, and long-term financial planning• Partner with senior advisors to deliver comprehensive wealth management solutions• Support relationship management, investment analysis, and client-facing initiatives• Contribute to business development, operational efficiency, and client retention effort
Education
Yale School of Management
Executive Education , Investment Management Theory and Practice: A CIMA® Certification Education Program
2021 — 2022
Fairfield University
Bachelor of Science (BS), Finance, Minor in economics
2013 — 2017
Skills
- People Skills
- Communication
- Highly Dedicated
- Financial Analysis
- Human Resources
- Team-Oriented
- Portfolio Management
- Computers
- Powerpoint
- Microsoft Excel
- Teamwork
- Payroll
- Social Media
- Leadership
- Microsoft Office
- Sales
- Public Speaking
- Customer Service
- Time Management
- Finance
- Microsoft Word
- Team Leadership
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