Bret joined New Heritage Capital in 2019 and is responsible for due diligence, deal execution and portfolio management.
|Philpott Ball & Werner Investment Bankers
|Bentley University – BS, Economics-Finance
|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.”