| Brett Dulyea, CFA, CAIA (6)

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 – Peak Inflation

By | 5/31/22 11:32 AM Brett Dulyea, CFA, CAIA

| 5/31/22 11:32 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 everyone had a nice long Memorial Day weekend. A sincere thank you to all the veterans and their families for your service and sacrifice.

In addition to spending time with my family and friends over the weekend, I was determined to buy a new television for our media room. The one I have is..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Game of Risk

By | 5/9/22 10:46 AM Brett Dulyea, CFA, CAIA

| 5/9/22 10:46 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 everyone had a nice Mother’s Day weekend. My parents came for a visit, which was nice. Whenever my mom comes over, my younger son is determined to play a board game. This time he brought out Risk, which has an interesting backstory. Risk was invented by French film director Albert Lamorisse..

Investments & Economy The Week Ahead Grow

The Week Ahead – Renaissance or Recession

By | 4/18/22 9:33 AM Brett Dulyea, CFA, CAIA

| 4/18/22 9:33 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 everyone had a nice holiday weekend. We celebrated Easter with my parents who brought their dog to meet our four-month-old puppy. It was a bit touch and go at first, but once they warmed up to each other, they ran around and played non-stop. As I am writing this, our little pup is passed-out..

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