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Brett Halley, CFA

Chief Investment Officer, Founding Partner

Historical Relationship Tenure:

11 years

Years of Experience:

29 years

Educational Background

University of Iowa, MBA
University of Iowa, BS, Investment Finance

Designations/Certifications/Classes

Chartered Financial Analyst (CFA®)

Community Involvement

Other Notable Information

Niche is institutional investing
Member of the Investment Committee
Directs our fixed-income investing

Personal Q&A

What quality/qualities make you stand out to your clients or coworkers?

I have more than 30 years of experience in the investment industry; the feedback from my clients and colleagues along the way is that I have a unique way of making the complex world of investing more approachable and conversational to people with varying levels of interest in the topic.

Where are you from? Where did you grow up?

I was born in Boise, Idaho and grew up in West Des Moines, Iowa.

What are your hobbies or favorite things to do in your free time?

I enjoy the outdoors! Hiking, Biking, Golfing, Gardening and making up reasons to ride around on my tractor are my favorite things to do.

Favorite TV show, movie, or band?

My favorite band is AC/DC, but I love all forms of music from jazz to country to hard rock.

What motivates you or makes you happiest in your role?

Serving others makes me the happiest person in the world. Whether it is for clients or members of the team, providing great service and partnership is what motivates me.

What is the best piece of financial advice you ever received?

Always be prepared for the unexpected.

Where is the coolest place you’ve ever visited, or want to visit?

Queenstown, New Zealand is the most beautiful place I have ever visited.

Favorite Food?

I am a connoisseur of tacos.

Tell us about your family, pet(s) or give a fun fact about yourself!

My wife and I have two grown kids who are living in other states and doing great things. We are a family that has always had German Shorthaired pointers (my hunting buddies) and have a varying number of feral cats that live in our barn. My wife and I were foster parents for more than 10 years (17 foster kids) and are passionate about serving at-risk youth and young adults.

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

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