| Brett Dulyea, CFA, CAIA (7)

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 – Canary in a Coal Mine

By | 3/28/22 10:58 AM Brett Dulyea, CFA, CAIA

| 3/28/22 10:58 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.

Most people are familiar with the term: “canary in a coal mine." It is used quite often in the investments industry as we are always looking for evidence of the next downturn. Of course, this idiom comes from a time long past where coal miners would bring small, caged birds into the mineshaft to..

Investments & Economy The Week Ahead Grow

The Week Ahead – Back to the U.S.S.R.

By | 3/7/22 9:35 AM Brett Dulyea, CFA, CAIA

| 3/7/22 9:35 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.

I spent a good part of the weekend looking at the horrific images coming out of Ukraine. It is very difficult to accept that we have war in Europe in these modern times. Just goes to show you should not take either peace or democracy for granted. I am heartened to see the outpouring of support..

Investments & Economy The Week Ahead Grow

The Week Ahead – 1st & Goal

By | 2/14/22 9:27 AM Brett Dulyea, CFA, CAIA

| 2/14/22 9:27 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.

What a game! Super Bowl LVI proved to be an absolute nail-biter. In the fourth quarter, the Los Angeles Rams took the ball down the field in 15 plays to score the winning touchdown. While there was still time on the clock, the Bengals quarterback was sacked in a fourth down turnover that sealed..

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