Brian Matthew Rettig
Analyst-Equity presso Vista Private Wealth Partners LLC
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
Società | Posizione | Inizio |
---|---|---|
Vista Private Wealth Partners LLC
Vista Private Wealth Partners LLC Investment ManagersFinance Vista Private Wealth Partners LLC is a private wealth management company that specializes in creating customized financial plans for their clients. The company is based in Denver, CO. The company understands that each client has unique needs and values when it comes to financial planning. The company was founded in 2014 by Robert Anthony Spicer. Darin Michael Snow has been the CEO of the company since 2014. | Analyst-Equity | 01/10/2017 |
Precedenti posizioni note di Brian Matthew Rettig
Società | Posizione | Fine |
---|---|---|
Institute for Wealth Management LLC
Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP. | Gestore di Portafoglio-Azioni | 01/10/2017 |
Formazione di Brian Matthew Rettig
Colorado State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Institute for Wealth Management LLC
Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP. | Finance |
Vista Private Wealth Partners LLC
Vista Private Wealth Partners LLC Investment ManagersFinance Vista Private Wealth Partners LLC is a private wealth management company that specializes in creating customized financial plans for their clients. The company is based in Denver, CO. The company understands that each client has unique needs and values when it comes to financial planning. The company was founded in 2014 by Robert Anthony Spicer. Darin Michael Snow has been the CEO of the company since 2014. | Finance |
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