| Brett Dulyea, CFA, CAIA (23)

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 – Springtime in the Markets

By | 4/22/19 8:15 AM Brett Dulyea, CFA, CAIA

| 4/22/19 8:15 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.

Spring has definitely sprung! The weather has turned sunny, and everything is green; at least by southern California standards. The official beginning of spring was marked by the vernal equinox on March 20^th as the Sun crossed the celestial equator (an imaginary line in the sky above the Earth's..

Investments & Economy The Week Ahead Grow

The Week Ahead – Inversion Diversion

By | 4/8/19 8:26 AM Brett Dulyea, CFA, CAIA

| 4/8/19 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.

One of the most watched economic signals is the Treasury yield curve. The yield curve is the amount that the U.S. Treasury pays for bonds across various maturities. Most of the time the curve is upward sloping as investors demand compensation for the risk of owning bonds with longer maturity..

Investments & Economy The Week Ahead Grow

The Week Ahead – Great Expectations

By | 3/25/19 7:54 AM Brett Dulyea, CFA, CAIA

| 3/25/19 7:54 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 weekend I took my kids to see the new Lego Movie, “The Second Part”. While it was very good and everyone definitely enjoyed it, I couldn’t help but feel a little let down. You see, the original Lego Movie was such a positive surprise that the sequel was doomed to be a relative..

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