Brett Witkowski, Cfp®
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Brett Witkowski, Cfp® Email & Phone Number

Portfolio Manager at Jaffe Tilchin Wealth Management at Jaffe Tilchin Wealth Management
Location: Tampa, Florida, United States 2 work roles 2 schools
1 work email found @jaffetilchin.com 2 phones found area 813 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@jaffetilchin.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Portfolio Manager at Jaffe Tilchin Wealth Management
Location
Tampa, Florida, United States
Company size

Who is Brett Witkowski, Cfp®? Overview

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Quick answer

Brett Witkowski, Cfp® is listed as Portfolio Manager at Jaffe Tilchin Wealth Management at Jaffe Tilchin Wealth Management, a company with 44 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at jaffetilchin.com, phone signal with area code 813, and a matched LinkedIn profile for Brett Witkowski, Cfp®.

Brett Witkowski, Cfp® previously worked as Portfolio Manager at Jaffe Tilchin Wealth Management and Investment Adviser Representative at Jaffe Tilchin Wealth Management. Brett Witkowski, Cfp® holds Bachelor Of Science (Bs), Finance, General from The University Of Tampa.

Company email context

Email format at Jaffe Tilchin Wealth Management

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{first}@jaffetilchin.com
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AeroLeads found 1 current-domain work email signal for Brett Witkowski, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Brett Witkowski, Cfp®

Brett Witkowski is a Portfolio Manager who has been a part of the Jaffe Tilchin Team since the firm's founding. Brett has worked in developing and implementing several firm initiatives: ETF Portfolios, the Mutual Fund Selection algorithm, Real Time Monitoring of equity portfolios, Non-Correlated Investment Portfolios, Modular Portfolio Architecture, and Conservative Income Portfolios.The culmination of many years of Brett's research was the creation of Jaffe Tilchin's ETF trading discipline and allocation models. With these models Brett has been elevated to the role of "Portfolio Manager" and he now effects trades on over $500 million of Firm's capital. Brett graduated “magna cum laude” from the University of Tampa in 2008 with a major in Finance and a minor in Accounting. Brett’s scholastic achievements include membership in numerous competitive honor societies.As portfolio manager, Brett is continually inspired by a firm that is willing to go against the “herd mentality” often seen in the financial services industry. Independent research, a unique viewpoint, and computerized investment systems are all tools that Brett uses in developing portfolios for his clients. The willingness to apply Ivy-League portfolio construction techniques with the personalized attention of a “boutique” wealth management firm allows Brett to provide his clients with an uncommon wealth management experience.Jaffe Tilchin Investment Partners is a Registered investment Advisor. Certain representatives of Jaffe Tilchin investment Partners are also Registered Representatives offering securities through APW Capital, Inc. Members FINRA/SIPC 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211

Listed skills include Investments, Wealth Management, Portfolio Management, Asset Management, and 12 others.

Current workplace

Brett Witkowski, Cfp®'s current company

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Jaffe Tilchin Wealth Management
Jaffe Tilchin Wealth Management
Portfolio Manager at Jaffe Tilchin Wealth Management
tampa, florida, united states
Employees
44
AeroLeads page
2 roles

Brett Witkowski, Cfp® work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current

As Portfolio Manager, Brett oversees the construction and implementation of JTWM's ETF trading strategies. Brett has developed a money management system utilizing unique, diversified, low-expense models complete with specific selling disciplines. This flexible system allows him to achieve investment objectives from cash management all the way to aggressive.

Apr 2014 - Present

Investment Adviser Representative

My job as an Investment Adviser Representative is to find novel solutions to my clients' financial problems. Whether this is advice on loan refinancing, real estate purchases, portfolio construction, retirement income, education planning, or business management; my knowledge of markets gets us to the right outcome, faster.

Apr 2007 - Apr 2014
Team & coworkers

Colleagues at Jaffe Tilchin Wealth Management

Other employees you can reach at jaffetilchin.com. View company contacts for 44 employees →

2 education records

Brett Witkowski, Cfp® education

Bachelor Of Science (Bs), Finance, General

The University Of Tampa

Education record

Mmi Preparatory School
FAQ

Frequently asked questions about Brett Witkowski, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brett Witkowski, Cfp® work for?

Brett Witkowski, Cfp® works for Jaffe Tilchin Wealth Management.

What is Brett Witkowski, Cfp®'s role at Jaffe Tilchin Wealth Management?

Brett Witkowski, Cfp® is listed as Portfolio Manager at Jaffe Tilchin Wealth Management at Jaffe Tilchin Wealth Management.

What is Brett Witkowski, Cfp®'s email address?

AeroLeads has found 1 work email signal at @jaffetilchin.com for Brett Witkowski, Cfp® at Jaffe Tilchin Wealth Management.

What is Brett Witkowski, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 813 for Brett Witkowski, Cfp® at Jaffe Tilchin Wealth Management.

Where is Brett Witkowski, Cfp® based?

Brett Witkowski, Cfp® is based in Tampa, Florida, United States while working with Jaffe Tilchin Wealth Management.

What companies has Brett Witkowski, Cfp® worked for?

Brett Witkowski, Cfp® has worked for Jaffe Tilchin Wealth Management.

Who are Brett Witkowski, Cfp®'s colleagues at Jaffe Tilchin Wealth Management?

Brett Witkowski, Cfp®'s colleagues at Jaffe Tilchin Wealth Management include Ryan Burton, Scott Jaffe, Kyle Wright, Cheryl Chase Brown, and Allison Roper.

How can I contact Brett Witkowski, Cfp®?

You can use AeroLeads to view verified contact signals for Brett Witkowski, Cfp® at Jaffe Tilchin Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Brett Witkowski, Cfp® attend?

Brett Witkowski, Cfp® holds Bachelor Of Science (Bs), Finance, General from The University Of Tampa.

What skills is Brett Witkowski, Cfp® known for?

Brett Witkowski, Cfp® is listed with skills including Investments, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Alternative Investments, Financial Services, and Equities.

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