We employ and partner with experienced professionals that have spent considerable time actively engaged in various investment management disciplines. Our team is not comprised of relationship managers that have passed a licensing exam and whose sole purpose is gathering assets.Learn More
Cort Haber is the founder and Managing Director of Haber Investment Counsel. In this role, Cort
provides wealth management services to ultra-high net worth clients and institutions throughout
the United States. He is also responsible for overseeing the firm’s management and operations.
Previously, Cort was Executive Director at JP Morgan's Private Bank and a Senior Vice
President in the UBS PWM practice and worked with a small number of multi-generational
families providing holistic financial guidance in the areas of investments, tax and estate
planning, credit, and banking. Prior to that, Cort worked for Hirtle Callaghan & Co. serving as an
outsourced Chief Investment Officer to family groups, endowments, and foundations
specializing in investment policy, portfolio construction, and manager selection. Cort began his
career at Arthur Andersen in the qualified plans and institutional investment advisory practice.
He has written articles, been quoted by several financial publications, and served as a subject
matter expert for the CFP Board.
An Atlanta native, Cort is involved in several civic organizations. Cort currently serves on the Board of Trustees and investment committee for The Jewish Home Life Communities Foundation and on the Board of Visitors for the University of Georgia. He also has served two terms as Chair of the investment committee for the Jewish Federation of Greater Atlanta Endowment. Cort was chosen to participate in the Philanthropic Leadership Institute, a multi-session leadership development program for a select group of Atlanta area professional advisors, sponsored by the Community Foundation of Greater Atlanta, the United Way, and the Jewish Federation of Greater Atlanta. Cort holds a B.A. in Business Administration from the University of Georgia and is a Certified Financial Planner™. He also holds the series 65 securities license.
Peg brings a broad and deep array of investment and relationship management experience to Haber Investment Counsel. She began her career with C&S Investment Advisors in the Quantitative Services group. From there, she joined INVESCO Capital Management where she served as a Portfolio Manager and Partner. At INVESCO she was head of portfolio management and construction, a member of the investment management committee and managed over $2 billion in assets. Peg led manager research for U.S. large cap, mid cap, small cap, developed international and emerging markets for Balentine & Co. At Harris myCFO, she was an investment director and senior investment advisor for 12 high net worth families. She has been engaged in public and private investment reviews, privately held business operations, private foundation administration, financial accounting matters, real estate matters and estate planning strategies. She is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Her community involvement includes being a Board Member of Paces Civic Association and many years as an active volunteer for the Shepherd Center. Peg received her B.A. in Business Economics from The Colorado College and is a Chartered Financial Analyst.
Brett is Director of Investment Research for Haber Investment Counsel. In this role, Brett is responsible
for conducting asset allocation studies and evaluating traditional and alternative investment managers.
Prior to joining Haber Investment Counsel, Brett spent over 15 years at Reliance Trust Company. As an
institutional portfolio manager responsible for managing the fiduciary investment process for institutional
relationships, Brett performed key duties such as 401k plan lineup design, manager selection and due diligence,
and asset allocation research and evaluation. Brett chaired the firm’s Due Diligence Committee and led
qualitative and quantitative manager reviews for over $3 billion in assets under management.
Prior to this role, Brett held other positions at Reliance as an investment analyst and trader.
Brett holds a Bachelor’s of Science in Finance from Auburn University and a Master’s of Science in Finance from Georgia State University, with a specialization in investments. He is also a CFA charterholder and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Andrew is the Operations Manager for Haber Investment Counsel. He is responsible for administration, client service, and technology. Andrew’s background is in wealth management operations and brings over 7 years of experience to the team. Previously, Andrew was a portfolio administrator at Cornerstone Investment Partners, LLC and JOYN Advisors. In these positions, Andrew specialized in trading high net worth and institutional portfolios, investment accounting, and systems administration.
Andrew received a B.S. in Management with a certificate in Finance from the Georgia Institute of Technology.
Aimée is responsible for all of HIC’s financial reporting and accounting related activities. Aimée brings 18 years of consulting experience focused on process and technology improvement within business operations and back office administration. Prior to joining Haber Investment Counsel, Aimée was a senior consultant with Deloitte managing relationships with c-suite and operational executives of leading global firms. Managing a team across the US and India, Aimée’s group analyzed certain operational work flows for her clients and delivered recommendations related to technology process improvement, best practices, and restructuring to create better efficiencies. Aimée spent 7 years at The Hackett Group in a similar capacity as a project manager and consultant to Fortune 500 companies and also worked in-house at Bank of America after the housing crash where she focused on re-engineering the bank’s default servicing processes and procedures. Aimée began her career at Arthur Andersen in the Human Capital group. She holds a B.A. in Business Administration from the University of Georgia.
Josh serves as Special Counsel to Haber Investment Counsel and works as part of the integrated
team bringing 22 years of experience in the areas of estate planning, probate and estate
administration, general corporate, and tax law. As part of HIC's holistic offering, Josh works with
our advisors and clients to review sophisticated wills and trusts, plan and implement wealth
transfer planning techniques and business succession plans, provide asset protection advice,
and construct charitable giving strategies. Josh has extensive experience working with closely
Josh is a member of and licensed to practice law in the States of Georgia and Florida. He is also a member of the American Bar Association, Real Property, Trust and Estate Section of the Florida Bar, Atlanta Bar Association, Atlanta Estate Planning Council, Fiduciary and Corporate Sections of the Georgia Bar. Josh is a board member at the Atlanta Jewish Foundation of the Jewish Federation of Greater Atlanta. Josh was recently very active in the East Side Baseball Association as a coach, commissioner and 7-year board member. Josh prides himself on his friendly yet focused demeanor in getting the job done for his clients in an efficient, professional and responsive manner.
Josh graduated from Emory University with a BBA in Accounting in 1993 and from the University of Miami School of Law in 1996.