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About
Brett Witkowski serves as Portfolio Manager and Partner at Jaffe Tilchin Investment Partners, LLC, based in Tampa, Florida. In this role, he leads equity portfolio management and is responsible for managing client investment strategies across a range of asset classes, with a strong focus on equities for individuals, trusts, estates, and institutional clients.
Witkowski specializes in equity markets and risk management strategies, providing tailored asset allocation and wealth preservation solutions for clients. His expertise extends to areas such as retirement planning, estate conservation, and navigating evolving financial markets, frequently offering insights on market trends and earnings seasons.
Brett holds a Bachelor of Science in Finance from The University of Tampa and is a Certified Financial Planner™ professional. Since joining Jaffe Tilchin in 2007 and advancing to Portfolio Manager in 2008, he has guided clients through diverse market cycles, becoming known for his disciplined, client-centric approach to investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jaffe Tilchin Wealth Management | Portfolio Manager | Apr 2014 to Present | As Portfolio Manager, Brett oversees the construction and implementation of JTWM's ETF trading strategies. Brett has developed a money management system utilizing unique, diversified, low-expense mode... |
| Jaffe Tilchin Wealth Management | Investment Adviser Representative | Apr 2007 to Apr 2014 | My job as an Investment Adviser Representative is to find novel solutions to my clients' financial problems. Whether this is advice on loan refinancing, real estate purchases, portfolio construction, ... |
Education
The University of Tampa
Bachelor of Science (BS), Finance, General
2004 — 2008
MMI Preparatory School
1998 — 2004
Skills & Expertise
Others at Jaffetilchin Investment Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner | Tampa, FL , United States | |
 | Managing Partner | Tampa, FL , United States |
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