| Brett Dulyea, CFA, CAIA

Brett Dulyea, CFA, CAIA

Mr. Dulyea serves as a Portfolio Strategist on the investment team and is responsible for conducting manager research and executing investment strategies for clients. As a member of the investment committee, he provides market commentary and investment insights. Mr. Dulyea’s specializes in advising client portfolios, defining investment plans, and communicating the firm’s investment viewpoints. Prior to joining the firm, Mr. Dulyea was a Director, Portfolio Manager at Deutsche Bank. In addition to working directly with clients, he was a member of the Fixed Income Strategy Group and managed customized portfolios for clients. He previously worked in the Wells Fargo Wealth Management Group as a Vice President, Senior Investment Strategist and at Merrill Lynch as a Vice President, Portfolio Manager. Mr. Dulyea earned his Master’s in Business Administration (MBA) from California Polytechnic University, Pomona and holds the Chartered Financial Analyst® (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) charter. He earned his Bachelor’s degree from the California Polytechnic University, Pomona. He also served as an adjunct Professor of Finance at California Polytechnic University, Pomona for two years.

The Week Ahead – Economic Exceptionalism

By | 7/3/23 11:34 AM Brett Dulyea, CFA, CAIA

| 7/3/23 11:34 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Happy July 4^th! As we celebrate the birthday of our great nation, we should remember that the United States of America truly is an exceptional country. The American spirit of entrepreneurism has helped spawn the world’s greatest companies: Apple, Microsoft, Amazon, etc. started right here. Our..

Investments & Economy The Week Ahead Grow

The Week Ahead – Congratulations! It’s a Bouncing Baby Bull

By | 6/12/23 11:01 AM Brett Dulyea, CFA, CAIA

| 6/12/23 11:01 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

After a painful 2022, the stock market officially made it back into bull market territory on Thursday. The S&P 500 is now 20% above the October 12^th low. Despite all the fears of collapsing corporate earnings, inflation run amok and geopolitical concerns; the worst-case scenario has not happened...

Investments & Economy The Week Ahead Grow

The Week Ahead – Resilient Earnings Defy Recession Risks

By | 5/22/23 11:25 AM Brett Dulyea, CFA, CAIA

| 5/22/23 11:25 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

Last week, I was emailing with a client about getting together for a review of her account. She made this interesting comment, “I know things are crazy in the market right now.” Throughout the course of history, there has always been something to worry about, but ironically market volatility has..

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