TEAM

Brett A. Mirliani, CFA, CFP®, CPWA®

PRINCIPAL

Brett provides portfolio management and financial planning advice to clients and is also responsible for equity analysis and investment recommendations.

With more than 30 years of experience in the financial services industry, Brett’s background includes co-founding Granite Harbor Asset Management, serving in investment research roles focused on equity securities at Massachusetts Financial Services (MFS) and Manning & Napier Advisors, and serving as a branch manager at TD Waterhouse.

Brett earned a BA from St. Lawrence University. He is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Private Wealth Advisor®. He is a member of CFA Society Boston and the CFA Institute. Brett also serves on the Board of Directors of the Victim Rights Law Center.

In 2026, Brett was named one of Boston’s Five Star Wealth Managers, an honor he has now received five times.

Brett can be reached:

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Q: What are your role and responsibilities at Birch Hill?
A: My primary responsibilities include portfolio management, client service and investment research.

Q: What do you think Birch Hill’s best qualities are?
A: Our people and our unwavering focus on doing what’s best for our clients.

Q: What about what you do brings you the most personal satisfaction?
A: Helping individuals and families plan for and ultimately achieve their most important goals while staying true to their values.

Q: When you’re not working, how do you spend your time?
A: When not working, I primarily spend time with my wife, two rescue dogs, and our adult children. My wife and I enjoy reading, biking locally, and increasingly, travel. I also participate in the Senior Games’ basketball tournament with close friends. Outside of these activities, I am deeply committed to my board work with the Victim Rights Law Center.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: When I retire, many years from now, I envision being around the game of basketball in some coaching capacity and serving on several non-profit Boards.

Q: What words do you live by?
A: “A life is not important except in the impact it has on other lives.” It came from Jackie Robinson.