Managing Director, Head of Venture and Portfolio Company Market Strategy
As Managing Director, Head of VC and Portco Market Strategy, Brett has lead responsibility for driving new product initiatives targeted to the VC and Portco markets. Brett brings 20+ years of experience in business valuation and securities analysis, as well as seven years of leadership in the development of technology solutions for private capital markets.
Brett joined the company when Shareholder InSite was acquired by Ipreo in 2014. Brett was President of Shareholder InSite, a premier provider of shareholder data management, analytics, reporting and valuation solutions and services for venture capital, private equity, and private portfolio companies. Prior to that, Brett founded the company Qval and built the early versions of the Qval product offered to the market today. Brett was also the Chairman and President of Quist Valuation, a preeminent, independent business valuation firm specializing in valuing emerging companies. During the 15 years that Brett led Quist Valuation, the firm was a market leader in Topic 820 valuations for the venture market and 409a valuations for privately-held companies.
Brett holds an MBA, Finance, from the University of Colorado, and a BS, Finance from the University of Wyoming. He is a Chartered Financial Analyst and an ASA Member and Accredited Senior Appraiser.