Brett is responsible for investment research, due diligence, and portfolio management activities at Hollow Brook, partnering closely with the investment team on strategy, manager evaluation, and portfolio construction across equities, fixed income, and alternative assets. Prior to joining Hollow Brook, Brett served as Senior Portfolio Strategist at Coastal Bridge Advisors in Westport, CT, where he partnered directly with the CIO on strategy, portfolio construction, and portfolio management for a multi-generational family office. In that role, he designed and launched the firm’s first risk-based allocation models and first managed equity portfolio. Earlier in his career, Brett held investment performance and analytics roles at Fiducient Advisors and Voya Financial, where he produced GIPS-compliant institutional performance reports, and at Bloomberg L.P., where he oversaw data integrity for more than 500 U.S. and Canadian equity issuers.
Brett earned a degree in Economics from the University of Connecticut and a Master’s in Investment Management and Financial Analysis from Creighton University’s Heider College of Business. He holds the Chartered Alternative Investment Analyst (CAIA) designation, a Certificate in ESG Investing from the CFA Institute, and the Series 65 license, and is currently a Level III CFA Candidate. Outside of work, Brett enjoys reading, running, and golfing, as well as spending time with family and friends.