Brett is an Analyst with AdvicePeriod. In this role, he serves as a member of our Partner Advisory Services Team focusing on proposal generation and portfolio management.
Before joining AdvicePeriod, Brett worked as an Analyst at The Pacific Group, where he was responsible for trading and portfolio management. Prior to The Pacific Group, Brett began his career at James Capital Advisors, where he evaluated alternative investments in commercial real estate for high-net-worth and institutional investors.
Brett graduated summa cum laude from Post University, where he earned an MBA with a concentration in Finance as well as a Bachelor of Science in Corporate Finance.
In his free time, Brett enjoys reading, staying active, and spending time with friends and family.