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Brett Dulyea, CFA, CAIA, CSRIC®

Brett Dulyea, CFA, CAIA, CSRIC®

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  • Timeline

  • About me

    Portfolio Strategist at First Foundation Advisors

  • Education

    • California Polytechnic University, Pomona

      1996 - 1999
      M.B.A. Finance

      Conferred the right to use the Chartered Alternative Investment Analyst designation, CAIA, 2008Conferred the right to use the Chartered Financial Analyst designation, CFA, 2000Recipient of the AIMR/LASFA Scholarship for the CFA program, 1998Cal Poly Finance Department’s Alumni of the Year, 2001Beta Gamma Sigma Academic Honor Society

    • California Polytechnic University, Pomona

      1990 - 1995
      B.S. Finance

      Activities and Societies: Cal Poly Finance Department’s Alumni of the Year, 2001 Beta Gamma Sigma Academic Honor Society

  • Experience

    • BANK OF AMERICA

      Mar 1991 - Feb 1997

      • Credit Officer

        Sept 1996 - Feb 1997

      • Credit Analyst

        Nov 1995 - Sept 1996

      • Bank Teller

        Mar 1991 - Nov 1995

    • BANK OF AMERICA PRIVATE BANK

      Feb 1997 - Jun 1998
      Assistant Portfolio Manager

    • MERRILL LYNCH (Now BLACKROCK)

      Jun 1998 - Aug 2005
      Portfolio Manager, Vice President

      Managed a desk of approximately seventy-five relationships with an average account size of $2 million of discretionary funds, which consisted of trust and advisory assets. Specialized in balanced account management using a variety of equity, fixed income and alternative investment strategies. Participated directly in marketing efforts by presenting to Financial Advisors and their clients on a regular basis.Hired as Associate Vice President; promoted to Vice President in 2000.

    • California Polytechnic University, Pomona

      Jan 2001 - Jan 2003
      Professor of Finance

    • BNY Mellon

      Aug 2005 - Jun 2006
      Portfolio Manager, Vice President

      Managed private portfolios for clients with an average account size of $2.5 million of investable assets utilizing Mellon's investment strategies. Met with clients for annual portfolio reviews.Constructed and maintained portfolios based on a customized Investment Policy Statement.Brought in assets under management by teaming with Business Development Officers on a regular basis.

    • Wells Fargo Wealth Management

      Jun 2006 - Jun 2012
      Senior Investment Strategist

      Construct and manage private and institutional portfolios for clients with an average account size of $5 million of investable assets using customized investment solutions. Meet with private clients and institutions for regular portfolio reviews.Serve as subject matter expert in the field of alternative investments for bi-weekly regional conference call.Write custom Investment Policy Statements.Proven success in retaining and acquiring assets under management.

    • Deutsche Bank

      Jun 2012 - Oct 2016
      Director, Portfolio Manager

    • First Foundation Inc.

      Nov 2016 - now
      Portfolio Strategist

      https://www.ff-inc.com/

  • Licenses & Certifications

    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association
      Apr 2010

    • Chartered SRI Counselor

      College for Financial Planning
      Apr 2021

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2000