Profile
Mr. Brian Britt is a Managing Director at CONCERT Wealth Management, Inc.
After spending much of his career in senior advisory roles with Fortune 500 companies such as Lehman Brothers, Paine Webber and Merrill Lynch, he decided to launch a private practice that was free of any conflicts of interest that seemed rampant at large firms.
His partnership with Concert Wealth Management in Silicon Valley California gives his private practice the critical infrastructure he requires while allowing him to continue his focus on managing his client’s portfolios and serving their individual needs.
Mr. Britt received his Bachelor’s degree in economics from the College of Business at Saint John’s University in New York.
He has spent his entire professional life serving investors and managing portfolios.
Former positions of Brian Britt
| Companies | Position | End |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
CONCERT Wealth Management, Inc.
 CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Corporate Officer/Principal | - |
Training of Brian Britt
| St. John's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
| PaineWebber, Inc. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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