Brett is the primary overseer of the firm's investment platform, working directly with the experts who are managing our clients' assets. As a member of the firm's investment committee, Brett is also responsible for setting, executing, and monitoring the overall investment strategy. He specializes in analyzing economic and financial trends and market conditions in search of investment opportunities, as well as communicating his findings to clients and interested parties.
Brett works diligently to create investment strategies that are specifically tailored to our clients' unique objectives and needs. He relishes aiding clients not only to understand their own investments, but the increasingly complicated nature of the capital markets and economic environment as well.
Brett's passion for history and traveling has led him to visit over 30 countries, and his love of philosophy has led him to visit every corner of his mind.