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Resume Brett Fingerhut

Brett Fingerhut is seeking a position in financial portfolio management and has experience in asset allocation, hedge fund strategies, equity analysis, and real estate trends. He has a Master of Business Administration degree focusing on finance and mergers and acquisitions expected in May 2011. His experience includes positions at an investment firm, private family office, and hotel real estate company where he performed financial modeling, portfolio analysis, and strategic recommendations.

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457 views1 page

Resume Brett Fingerhut

Brett Fingerhut is seeking a position in financial portfolio management and has experience in asset allocation, hedge fund strategies, equity analysis, and real estate trends. He has a Master of Business Administration degree focusing on finance and mergers and acquisitions expected in May 2011. His experience includes positions at an investment firm, private family office, and hotel real estate company where he performed financial modeling, portfolio analysis, and strategic recommendations.

Uploaded by

bfingerhut05
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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BRETT C.

FINGERHUT
Bfingerhut05@aol.com

SUMMARY OF QUALIFICATIONS
• Skilled and experienced with portfolio management, asset allocation tactics, hedge fund strategies, equity fund
analysis, real estate market trends, and other alternative investments
• Strongly capable of performing financial modeling, investment analysis, and other research techniques
• Ambitious and highly motivated to add value to a top-notch financial firm
• NASD Registered Series 7 and 66

EDUCATION
UNIVERSITY OF MIAMI SCHOOL OF BUSINESS Coral Gables, Florida
Master of Business Administration, Finance, Mergers & Acquisitions Expected-
May 2011
UNIVERSITY OF CENTRAL FLORIDA Orlando, Florida
Bachelor of Science in Business Administration, Finance June 2005

EXPERIENCE
THE GANSEVOORT HOTEL & RESORT COMPANY Miami Beach, Florida
MBA Internship – Real Estate Analyst Summer 2010
Worked directly with Managing Director and Director of Revenue
• Researched and provided hotel real estate market trends for the 2011 Gansevoort Marketing Plan.
• Created forecasting models for Occupancy, ADR, and RevPar utilizing historical trends and moving averages.
• Completed weekly STR analysis of current position vs. comp set and recommended alternative pricing strategies.
THE SUCCESSION GROUP Coral Gables, Florida
Director and Financial Analyst 2006 – 2009
Worked directly with Managing Partner
• Performed in-depth analysis of financial and estate documents to design each recommended strategy.
• Created financial models for the rebalancing and reallocation of investment and insurance related portfolios.
• Designed customized strategies utilizing innovative wealth and succession planning techniques.
• Illustrated future scenarios of client succession strategies for various situations.
MORGAN STANLEY SMITH BARNEY (formerly Smith Barney) Winter Park, Florida
Research Analyst 2003 – 2005
Reported to Senior Vice President.
• Updated investment performance materials and researched new potential funds.
• Conducted analysis for firm and contacted clients regarding their investment portfolios.
• Developed a solid background of professional client servicing.
FAMILY PARTNERS, LTD. Minneapolis, Minnesota
Internship – Private Family Office Summer 2001
Reported to CFO and President
• Collected research and performed due diligence on prospective alternative investment funds for firm.

PROFESSIONAL AFFILIATIONS AND ACTIVITIES


• Member, Hedge Fund Association (HFA)
• MBA Finance and Investment Club (CIO)
• FFF Charitable Foundation – Board Member
• Initiated BCF Equity Fund (Personal Portfolio) – Outperformed S&P 500 Since inception, July 2007

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