| Brett Dulyea, CFA, CAIA (22)

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 – Best Week of 2019

By | 6/10/19 8:13 AM Brett Dulyea, CFA, CAIA

| 6/10/19 8:13 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 year I wrote about my mother-in-law looking to buy a house here in the Los Angeles area. Like a lot of people, she was having a difficult time finding anything she liked within her budget. Well, the combination of evolving expectations, patience and an eager seller meant she is now solidly..

Investments & Economy The Week Ahead Grow

The Week Ahead – Houston We Have a Problem

By | 5/20/19 8:26 AM Brett Dulyea, CFA, CAIA

| 5/20/19 8:26 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.

A few weeks ago, one of my favorite economists had an interesting note that invoked the movie Apollo 13. In reference to the strong economic data, he quoted the iconic scene of the pre-launch systems check:

“Listen up. Give me a go/no go for launch.

Booster? Go. RETRO? Go. FIDO? We’re go,..

Investments & Economy The Week Ahead Grow

The Week Ahead – Anti-Bubble Policy

By | 5/6/19 8:23 AM Brett Dulyea, CFA, CAIA

| 5/6/19 8:23 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.

A couple of weekends ago, I took my kids to Bubblefest XXIII at the Discovery Cube in Orange. Tickets sell out quickly, so this was the first year we were able to attend. Kids love bubbles, and this show did not disappoint with high energy music and an amazing display of bubbles of all shapes and..

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