Brett is an accomplished financial professional who brings valuable experience to his role at Central Trust. Since joining the firm in 2019 as a Trust Assistant, he has demonstrated exceptional skill and dedication, leading to his promotion to Associate Portfolio Manager in 2023. In addition to managing client portfolios, he serves as Co-Manager for the firm’s individual equity model, contributing to strategic investment decisions and financial planning tailored to meet clients’ specific needs.
Education & Certifications
- Bachelor of Science in Business Administration & Economics, University of Central Missouri
- Chartered Financial Analyst (CFA)
Interests & Activities
Brett is an active member of the CFA Society of St. Louis and volunteers his time supporting various non-profit organizations focused on aiding children in need. In his personal time, he enjoys spending quality moments with his wife and friends and remains active in competitive golf, a passion he developed during his collegiate career as a member of the Central Missouri Mules Golf Team from 2015 to 2019.
