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private wealth
Brett Halley

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


  • Chartered Financial Analyst (CFA®)

Other Notable Information

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