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Brett Howard

Investment Advisor Representative

Profile of Brett L. Howard

Brett Howard is a Investment Advisor Representative at Cherry Street Partners, a boutique financial and business succession planning firm. He has spent his career doing financial, strategic and exit planning for small businesses and individuals, as well as consulting Fortune 500 companies.

 

Brett graduated from Yale University with a B.A. in Economics, where he also helped found and manage start-up companies related to education, consumer goods and music. He then worked at Brown Brothers Harriman & Co., the largest private bank in the country, assisting business owners and high net-worth individuals meet their financial and exit planning objectives. Brett then attended the Wharton School of Business where he received an MBA in Finance and Strategic Management. While at Wharton, Brett completed a strategic planning and finance internship at Toys ’R’ Us, and upon graduation, he accepted a strategic consultant positions at A. T. Kearney and Argus Information & Advisory Services. During Brett’s consulting tenure, he focused on cost cutting, profitability and segmentation analysis, customer relationship management strategy, corporate structure and organization, researching and implementing best practices, and financial modeling and analysis.

 

Most recently, Brett has been working with business owners to maximize value, assist with business succession, structure executive compensation, and implement tax-effective retirement plans. In addition, he provides comprehensive financial planning services for individuals, including investment management, estate planning, retirement and tax planning, and risk management.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

What Clients Say About Me

Brett taught me about serious investing and planning for the future. The only other person I trust as much as myself with my investments is Brett. Most importantly Brett and Cherry Street Partners brought me around to understand the most important piece of investing; my personal risk tolerance!
Over the past decade, Cherry Street Partners has guided us in building a comprehensive financial strategy focused on stability, growth and security. It’s not just about our investments — it’s our life insurance, our wills, our mortgage and our long term care — thanks, Brett and Cherry Street Partners, you’ve changed our lives!

Brett L. Howard

Advisor

Stats

Yale University, BA Economics

Wharton School of Business, MBA Finance & Strategic Management .

Advisor, Cherry Street Partners 2003-Present

 

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