Jeffrey Brewster

Jeffrey Brewster

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

  • 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
  • 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