Brett Halley

Founding Partner

Historical Relationship Tenure: 11 years

Years of Experience: 29 years

Educational Background

  • University of Iowa, MBA
  • University of Iowa, BS, Investment Finance

Designations/Certifications/Classes

  • Chartered Financial Analyst (CFA®) 

Other Notable Information

  • Niche is institutional investing
  • Member of the Investment Committee 
  • Directs our fixed income investing