In his role, Brett helps deliver responsive service to clients through investment operations support, account management, portfolio reporting, onboarding, and ongoing client communication. He supports the team in providing efficient, accurate, and personalized solutions to meet client needs.
Prior to joining NewEdge, Brett was a teacher at Compass High School, and held positions at Fressport-McMoRan.
He received his B.A. in History from the University of Arizona. Brett grew up in Lufkin, TX and currently resides in Richmond, TX.
In his free time, he can be found playing competitive dodgeball, traveling to Brazil, and spending time with his wife and son.