26 Feb Prescott Financial Expands with the Addition of Brett Bina, CFA, CAIA
Prescott Financial is pleased to welcome experienced Investment Advisor, Brett Bina, to the firm’s Tampa, Florida office. With deep experience from other sectors of the financial services industry, Brett brings portfolio management knowledge that elevates the firm’s commitment to delivering personalized service and planning. He holds several investment industry designations, including the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. He was previously a portfolio manager at St. Petersburg-based Sabal Trust. Before his time at Sabal, Brett held positions with Northern Trust and Mid-Continent Capital in Chicago.
“We’re beyond excited to welcome Brett to the Prescott Financial family. His expertise in portfolio management and income generation, especially with high-quality corporate bonds, and risk management, is a game-changer for us and, more importantly, for our clients,” shared Ben Prescott, Founder at Prescott Financial.
Formerly overseeing portfolios at several private wealth management firms, Brett is known for his expertise in financial communications, his risk management approach and navigating the world of fixed income, particularly high-quality corporate bonds.
Brett shared some thoughts on joining the firm: “I’m truly honored to be part of Prescott Financial. The focus on financial planning, risk management and client relationships aligns perfectly with my philosophy of client engagement and goal-based planning. I look forward to contributing to the firm’s mission of delivering innovative and thoughtful financial solutions to clients.”
As a CFA charter holder, Brett is focused on the long-term financial health of his clients and their goals while maximizing risk-adjusted returns. He has worked individually with a large range of client types, from retirees to ultra-high-net-worth individuals to foundations. Originally from Chicago, Brett graduated from the University of Illinois at Chicago with an Economics degree. He now resides in St. Petersburg along with his wife and young daughter. Brett is an advocate for continuing education and leveraging technology to resolve financial challenges. He serves on the board of trustees at Pinellas County-based Institute for Strategic Policy Solutions and was a longtime volunteer and writer at CFA Society Chicago.
About Prescott Financial: Prescott Financial is not your run-of-the-mill financial company. We’re an independent boutique wealth management practice committed to our clients’ financial well-being. In our view, every client should have access to a CFP and a CFA professional to help advise your financial plan and drive investment results. Our team of passionate individuals is here to break the mold, offering personalized financial planning, fixed income portfolio management solutions and growth equities.
Brett Bina may be reached at brett@prescottfinancialgroup.com or (813) 820-1626.
Prescott Financial Group may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services are offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.
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