Jeffrey Brewster

Director, CFA, CVA · +1 (972) 748 0282

Jeffrey Brewster is a director in Baker Tilly’s advisory services practice. Jeffrey has 13 years of business valuation experience in which he has performed more than 1,000 valuations for privately held companies related to purchase price allocations, goodwill impairment testing, 409(a) valuations, patent valuations, gift and estate tax reporting for partnerships and limited liability companies and ESOPs.

Experience

Thirteen years of business valuation experience and more than 12 years of experience in a variety of positions within the investment management industry
Experience with equity analysis on stocks included in client portfolios and investment selection strategies
Examination of companies using information sources that include financial statements, press releases, investment representatives, SEC and other regulatory filings in order to estimate the future value of various securities
Managed clients' portfolio assets and assisted with business development presentations to high net worth individuals, plan sponsors, foundations and corporations

Involvement

CFA Institute
National Association of Certified Valuators and Analysts

Location

Texas

Education

Bachelor of Science in finance, general
Eastern Illinois University (Charleston, Illinois)

Master of Business Administration
Quinlan School of Business, Loyola University Chicago

Expertise

Valuations

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is a wholly owned subsidiary of Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC