Brook Hart, CFP®
President & CCO

Brook Hart, CFP® 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, in Ardmore, Pa.

Our Team