As a partner focused on the investment industry, Brett’s approach to working with clients centers around taking a comprehensive look at their needs and goals. He not only offers specialized audit expertise, but he helps clients understand other important issues impacting their unique products. Beyond direct client work, Brett also serves as a conduit, often linking investment industry clients to their peers and outside resources critical to their success.
Since joining the firm in 2005, Brett has specialized in providing audit and consulting services to various entities focused in the investment industry, including mutual funds, exchange-traded funds, hedge funds, investment advisers and related service providers. He services multiple family trusts and hedge funds ranging from startups to those with assets in excess of to $230 billion. Brett’s current client base includes a mix of equity, fixed income, international, fund-of-funds and closed-end funds, including many newly organized fund complexes. The funds include a wide variety of investments and objectives, including complex investments and derivatives (futures and options), illiquid and hard-to-value securities, repurchase agreements, short sales, affiliated issuers, master limited partnerships (MLPs) and controlled foreign corporations (CFCs).
- Member of the firm’s senior leadership team, co-leading the go-to-market efforts for registered funds; actively involved in practice management, marketing, recruiting and business development efforts for the firm’s Assurance Practice
- Strongsville Education Foundation (Trustee)
- Speaker at various industry conferences on new regulations
- Ohio Society of CPAs
- American Institute of CPAs
Brett lives in Strongsville, Ohio, with his wife and three daughters. Most of Brett’s free time is spent with his family, but he also enjoys traveling, reading and playing soccer. His favorite travel spot is Aruba.