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Jaffe Tilchin Weath Management - Tampa, FL

Call Us: (813) 963-2500

 
Brett Witkowski, CFP®

Brett Witkowski, CFP® 

Investment Advisor Representative, Partner

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.