| Brett Dulyea, CFA, CAIA (10)

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 – Lipstick on a Taper

By | 9/20/21 9:25 AM Brett Dulyea, CFA, CAIA

| 9/20/21 9:25 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.

Back in 2013, markets were roiled by what market pundits coined as the “Taper Tantrum.”Federal Reserve policymakers announced their plan to wind down the controversial quantitative easing (QE) program at the end of that year. Then Chairman Ben Bernanke first revealed the strategy to unwind..

Investments & Economy The Week Ahead Grow

The Week Ahead – Twenty Twenty-Won or Twenty Twenty-Too?

By | 8/30/21 8:34 AM Brett Dulyea, CFA, CAIA

| 8/30/21 8:34 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.

There is a lot that has gone well thus far in 2021. The global economy is on much firmer footing, bolstered by strong economic growth and a labor market that continues to heal ahead of expectations. Most Children are back in school, and the stock market just hit its 52^nd all-time high this year...

Investments & Economy The Week Ahead Grow

The Week Ahead – Olympic Gold

By | 8/9/21 10:36 AM Brett Dulyea, CFA, CAIA

| 8/9/21 10:36 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.

The 2020 Tokyo Olympics were very exciting with the U.S. finishing ahead in both total medal count, and the gold category. China came into the games with a very focused approach designed for one purpose: churning out gold medals for the glory of the nation. Silver and bronze barely counted. By..

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