| Brett Dulyea, CFA, CAIA (3)

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 – Offside Penalty: Five Yards

By | 2/6/23 11:43 AM Brett Dulyea, CFA, CAIA

| 2/6/23 11:43 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.

Of course, this Sunday is Super Bowl LVII, featuring a matchup between the Kansas City Chiefs and Philadelphia Eagles. Fun fact: this will be the first time in NFL history two brothers have played against each other in a Super Bowl. Donna Kelce has gained fame for the half-and-half top she’s been..

Investments & Economy The Week Ahead Grow

The Week Ahead – It's Only Hubris if I Fail

By | 12/5/22 1:25 PM Brett Dulyea, CFA, CAIA

| 12/5/22 1:25 PM

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 weeks ago I visited the Titanic exhibit in Los Angeles. It was really well done, and despite thinking I knew all there was to know about one of the most well reported tragedies of all time, I still came away with solemn appreciation for the events of April 14th, 1912.

Of course, the..

Investments & Economy The Week Ahead Grow

The Week Ahead – Inflation Fever

By | 11/14/22 2:13 PM Brett Dulyea, CFA, CAIA

| 11/14/22 2:13 PM

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 2020 when the global economy was shutting down due to Covid-19, governments and central banks around the world stepped-up with unprecedented stimulus to deal with the looming recession. We had never turned-off the economy before, so trillions upon trillions of dollars were pushed out. By..

<< Previous Next >>

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog