Brian Matthew Rettig

Brian Matthew Rettig

Analyst-Equity presso Vista Private Wealth Partners LLC

Finance
Consumer Services

Profilo

Mr. Brian M.
Rettig, CFA, is a Partner & Director of Investments at Denver PWM LLC.
Mr. Rettig is a financial industry professional with more than 22 years experience.
As senior Portfolio Manager, he is responsible for security analysis, asset allocation and portfolio design for DenverPWM.
Mr. Rettig gauges macroeconomics in order to develop top-down strategic allocations.
He specializes in integrating these macro views along with fundamental and technical methods to ensure consistency and best practice application for all client portfolios.
His risk-based models are opportunistic among asset classes while balancing risk/reward within a global asset class framework.
Prior to joining Denver PWM, Mr. Rettig served for The Institute for Wealth Management, building both tactical and strategic models for RIAs and private clients nationwide.
He previously served as Investment Manager for Sharkey, Howes & Javer, and as Fund Analyst for Matrix Financial Solutions.
He earned his BA in Finance from Colorado State University.
He is a CFA Charter holder and a member of the Colorado CFA Society.

Posizioni attive di Brian Matthew Rettig

SocietàPosizioneInizio
Analyst-Equity 01/10/2017
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Precedenti posizioni note di Brian Matthew Rettig

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/10/2017
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Formazione di Brian Matthew Rettig

Colorado State University Undergraduate Degree

Esperienze
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Società quotate in Borsa

Aziende private

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2

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3

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Donna

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Aziende private2

Finance

Finance

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