| Brett Dulyea, CFA, CAIA (25)

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 – A Big Week for Economic Data

By | 1/28/19 8:14 AM Brett Dulyea, CFA, CAIA

| 1/28/19 8:14 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.

This week is an absolutely pivotal week on the economic data front! On Tuesday, we get the Case-Shiller home price statistics. The housing market has shown nascent signs of slowing down, so we are eager to see if these latest Case-Shiller data show if slowing sales has translated into falling..

Investments & Economy The Week Ahead Grow

The Week Ahead – Retail Therapy

By | 1/14/19 8:19 AM Brett Dulyea, CFA, CAIA

| 1/14/19 8:19 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 enter earnings season, retailers are beginning to announce results from the all-important holiday season. I can personally attest that I tried going to my local mall on Black Friday (the day after Thanksgiving) and could not find a single available parking space. After driving around for 10..

Investments & Economy The Week Ahead Grow

The Week Ahead – Storm Clouds

By | 1/7/19 8:12 AM Brett Dulyea, CFA, CAIA

| 1/7/19 8:12 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.

With global growth slowing and markets selling off, it’s only natural for investors to wonder how bad things might get. It was only a few short months ago that optimism was at all-time highs. Indeed, I have never seen such a rapid swing in investor sentiment in my 23-year career. With the pain of..

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