| Brett Dulyea, CFA, CAIA (14)

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 – New Year, New Economy

By | 1/4/21 9:01 AM Brett Dulyea, CFA, CAIA

| 1/4/21 9:01 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.

As we head into 2021, the focus is squarely on distributing vaccines and getting to a future where Covid-19 is discussed in the past tense. Of course, the last time we had a pandemic of this magnitude was almost exactly one-hundred years ago. There have been many parallels drawn between the..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Blind Men and the Elephant

By | 12/14/20 9:03 AM Brett Dulyea, CFA, CAIA

| 12/14/20 9:03 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 “Blind Men and the Elephant” is a famous Indian fable that tells the story of a group of blind men that came across different parts of an elephant. In turn, each individual created their own version of reality.

The first approached the elephant, and happening to fall against his broad and..

Investments & Economy The Week Ahead Grow

The Week Ahead – Thanksgiving Virtually

By | 11/23/20 8:48 AM Brett Dulyea, CFA, CAIA

| 11/23/20 8:48 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.

Thanksgiving is going to be different this year. Like many families, we decided it would be safer to celebrate Thanksgiving by staying home and seeing loved ones on FaceTime. With COVID-19 cases spiking, even outdoors felt a little too unsafe given our parents’ age and the potential for serious..

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