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Brett Mirliani, CFA, CFP®, CPWA®

Principal

Brett Mirliani, CFA, CFP®, CPWA®

Company: Birch Hill Investment Advisors LLC

Website: https://www.bhboston.com/

Financial Services | Promotion

Brett Mirliani, CFA, CFP®, CPWA® Promoted to Principal at Birch Hill Investment Advisors LLC

Publish Date: August 30th, 2021

Birch Hill Investment Advisors has named Brett Mirliani as a Principal. Brett joined Birch Hill in 2015 as a Vice President and has over 25 years of experience in financial services. His responsibilities include portfolio management and business development. Brett spearheaded the integration of ESG analysis into Birch Hill’s research process. He is a Chartered Financial Analyst, a Certified Financial Planner™, and a Certified Private Wealth Advisor®.

Education

St. Lawrence University (Canton, NY)

Bachelor's degree

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