| Brett Dulyea, CFA, CAIA (9)

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 – Thanksgiving

By | 11/22/21 9:35 AM Brett Dulyea, CFA, CAIA

| 11/22/21 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.

Happy Thanksgiving! So much of life is taken for granted. Most of us tend to just run through our daily routine without much thought to what a miraculous time it is to be alive. With vaccination rates still climbing and the game changing Pfizer antiviral medication (Paxlovid) coming in just a few..

Investments & Economy The Week Ahead Grow

The Week Ahead – Squid Game

By | 11/1/21 10:32 AM Brett Dulyea, CFA, CAIA

| 11/1/21 10:32 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.

**SPOILER ALERTS**

I binge watched the runaway Netflix hit Squid Game over the weekend. Apparently, this iconic series was the most watched Netflix original show ever. While definitely not for everyone, I thoroughly enjoyed it. For those of you who have not seen it, several hundred people compete..

Investments & Economy The Week Ahead Grow

The Week Ahead – How Much is That Doggie in the Window

By | 10/12/21 8:40 AM Brett Dulyea, CFA, CAIA

| 10/12/21 8:40 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 part of the weekend looking for a dog to join the Dulyea household. We went to a rescue event just to look, and there were a lot of very cute pups. My younger son honed right in on an 8-week-old husky mix named Zorro, which looked like a potential match, but I was hoping for something a..

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