CFA®, CAIA® – PRESIDENT
Brett has over 28 years of experience in the investment management industry. Since 1996, Brett held several positions at U.S. Trust including Director of Investments, Portfolio Manager, Market Executive, and Private Client Advisor. Additionally, Brett led the investment side of TIAA-CREF Institutional Trust Company. Brett has a BSBA with a double major in accounting and finance and an MBA, both from Saint Louis University and has earned the Chartered Financial Analyst (CFA®) and the Chartered Alternative Investment Analyst (CAIA) designations.