Brook Hart, CFP®, CEPA®
President & CCO

Brook Hart, CFP®, CEPA® has been working with multi-generational families since 2016, helping them to navigate short-term volatility and uncertainty in the markets in order to achieve their long-term goals. He prides himself in acting as a sounding board during difficult decisions and providing a steady hand during difficult markets through straightforward communication and strategy.

Brook earned a bachelor’s degree in Political Science at Yale University where he was a two-sport athlete, playing varsity football and baseball. He spent three years traveling across the country as a professional baseball player in the Colorado Rockies’ farm system.

He began his wealth management career at Merrill Lynch in 2016, where he worked with Jerry Davidse, and earned his CFP® certification in 2021, before they launched Presilium Private Wealth in 2022. Growing up as the son of a police officer and a teacher in State College, Pennsylvania, Brook loves to read, cheer on Yale and Penn State athletics, and spend time with his wife, Caitlin, and their daughter, Riley, in Ardmore, Pa.

Our Team