Bret joined New Heritage Capital in 2019 and is responsible for due diligence, deal execution and portfolio management.
| Experience | Philpott Ball & Werner Investment Bankers |
| Education | Bentley University – BS, Economics-Finance |
| Passions | Anything Liverpool FC. Perfecting my backhand. Home cooking with my wife. |
“Passionate, resilient leadership is a powerful force multiplier. At Heritage, we partner with founders who exhibit this quality every day.”
