Brett Rhode

Morgan Stanley

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Brett Rhode

Executive Director

Brett Rhode is an Executive Director and Financial Advisor at Morgan Stanley, where they have been assisting clients with investment strategies for over thirty years. Before joining Morgan Stanley in 2020, Brett spent their entire career at UBS, holding roles such as Senior Vice President - Investments and leading the Philadelphia training program for new financial advisors. Brett is a Certified Financial Planner (CFP®) and holds the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. They founded the first investment club at Villanova University, where they graduated with a degree in Finance in 1983. Currently, Brett is the head of the Investment Committee at Congregation Beth Or and the Founder and President of the Commonwealth National Foundation.

Location

Philadelphia, United States

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