Brook Hart
President & Chief Compliance Officer · CFP®, CEPA®. Works with business owners on building enterprise value and planning a tax-smart exit.
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.
- CFP®
- CEPA®
- Yale University (B.A., Political Science)
- CERTIFIED FINANCIAL PLANNER™ (2021)
- Certified Exit Planning Advisor (CEPA®)
AdvisorHub 1000 Next Gen Advisor to Watch 2024, Brook Hart 
AdvisorHub 50 Next Gen Advisor to Watch 2023, Brook Hart
Awards and recognitions are not indicative of future performance and may not be representative of any client’s experience. See our disclosures for each award’s criteria and whether compensation was paid.
What clients say about working with Brook
I truly feel like a member of the Presilium family. In the past, I’ve had other companies manage my portfolio, but my advisors rarely communicated with me, and as a beginner, I struggled to understand what was happening with my investments. Brook, however, consistently reaches out and reviews my plan in a way that is easy for me to grasp. With my retirement approaching, I am incredibly grateful for Brook’s guidance and support as I navigate this process. It feels wonderful to feel and be valued and to know I’m in good hands as I step into this next chapter of my life.
The statements above are testimonials from current clients of Presilium Private Wealth. These clients were not compensated for their testimonials. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. See our disclosures for more information.
Schedule a conversation with Brook
The first conversation is 30 minutes, no preparation needed.