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Brett Unplugged!
With photos of those most dear to me

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Best team I've ever led

Communication & public speaking

  • Delivered hundreds of board presentations, thousands of client and media speeches, and who knows how many strategy meetings with my investment teams. 

  • Frequent speaker at industry and media events

  • Published numerous investment articles 

  • Taught a graduate-level finance course in the MBA program at the University of Southern California

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Leadership

  • Chief Investment Officer at Charles Schwab for 12 years 

  • Highly successful and impactful leader at a number of investment firms, including State Street Global, Loomis Sayles, Mellon Capital, Payden and Rygel

  • Significant experience fostering a strong and inspiring investment culture with highly engaged, collaborative, and team-oriented investment professionals

  • Advised and mentored hundreds of professionals on leadership.

With my sons

Education

  • Bachelor of Science in Engineering from UCLA

  • MBA from the University of Chicago

With my fiancée, Alyssa

Interests

  • Disc golf

  • World history

  • Rock guitar

  • Tennis

Personal background

  • California native

  • Currently living in Burlingame California with my fiancée, Alyssa 

  • Two adult sons

  • Dog: Luna; Cat: Manny 

Dogs seem to love me

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