| Brett Dulyea, CFA, CAIA (5)

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 – Back to School

By | 8/22/22 11:53 AM Brett Dulyea, CFA, CAIA

| 8/22/22 11:53 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.

Seems like summer vacation gets shorter every year. Both my kids went back to school last week with our older one starting 7^th grade and the younger beginning 3^rd. Switching the mindset away from summer vacation mode has gone surprisingly smoothly so far. Almost all the classroom covid precautions..

Investments & Economy The Week Ahead Grow

The Week Ahead – Tempered Expectations

By | 8/1/22 12:03 PM Brett Dulyea, CFA, CAIA

| 8/1/22 12:03 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 few weeks ago, I was meant to go on a family vacation to Yosemite, but due to the wildfires up north, we were forced to postpone at the last minute. Since everyone was so looking forward to it, we decided to go somewhere a bit more local. While not as much of a destination as Yosemite, my wife..

Investments & Economy The Week Ahead Grow

The Week Ahead – Anatomy of a Recession

By | 6/21/22 10:54 AM Brett Dulyea, CFA, CAIA

| 6/21/22 10:54 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.

Hope all the dads out there had a wonderful Father’s Day. Becoming a father 12 years ago has been the most rewarding experience of my life. I was fortunate enough to be able to spend the day with my father on Sunday. As we were chatting, he leans in and says “So, we’re in a recession, right?”..

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