| Brett Dulyea, CFA, CAIA (8)

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 – Hold Your Horses!

By | 1/24/22 10:35 AM Brett Dulyea, CFA, CAIA

| 1/24/22 10:35 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.

Hopefully everyone had a nice weekend. I went horseback riding with the family in the Hollywood Hills on Saturday. I had not been on a horse in nearly forty years. The weather was absolutely gorgeous, giving us incredible views of Los Angeles all the way out to the ocean. The horses were very..

Investments & Economy The Week Ahead Grow

The Week Ahead – Stay Positive, Test Negative

By | 1/3/22 9:24 AM Brett Dulyea, CFA, CAIA

| 1/3/22 9:24 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.

Happy New Year!

I do not always set New Year’s resolutions, but this year there is one that I want to share. I resolve to be increasingly discerning of my media diet. The entire business model of corporate news and social media is to keep eyeballs glued to screens. It turns out the best way to..

Investments & Economy The Week Ahead Grow

The Week Ahead – The Virtuous Cycle

By | 12/13/21 8:31 AM Brett Dulyea, CFA, CAIA

| 12/13/21 8:31 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 am looking forward to this week as I am heading for a much-needed vacation – my first in nearly four years. Fortunately, I have extremely competent team members that will be able to keep everything on track as I enjoy the tropical sun. This trip was planned well before Omicron, but as I am now..

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