Brett Halley, CFA®
Chief Investment Officer, Founding Partner
Brett Halley is a founding partner of Private Wealth Asset Management, bringing over 30 years of experience in the investment management industry. He is well-regarded by both colleagues and clients for his ability to simplify the complex world of investing, making it more accessible and conversational for individuals, regardless of their prior knowledge of the subject. Brett also serves as Co-Chair of the Investment Committee.
Prior to his current role, Brett worked with a team to manage the fixed income portfolio for an insurance company, founded and managed a long-short equity hedge fund, and spent more than two decades managing investment assets for families, non-profits and endowments.
Outside of work, Brett and his wife have two adult children who live in different states and are thriving in their careers. He enjoys a variety of outdoor hobbies, including hiking, biking, golfing, gardening and finding excuses to ride around on his tractor.
Historical Relationship Tenure:
Years of Experience:
Educational Background
- University of Iowa, MBA
- University of Iowa, BS, Investment Finance
Designations/Certifications/Classes
- Chartered Financial Analyst (CFA®)
Community Involvement
Awards/Recognitions
- Brett recently ranked #94 among AdvisorHub’s 250 Advisors to Watch RIA list
*The AdvisorHub Advisors to Watch RIA list is compiled based on a comprehensive evaluation of Registered Investment Advisors (RIAs), focusing on their business scale, growth, and professionalism. The ranking aims to identify RIAs who are not only successful in terms of assets under management but also demonstrate strong growth, exceptional client service, and ethical business practices. AdvisorHub did not receive compensation in exchange for placement on the ranking.
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.