Brett Aarestad

Brett Aarestad is an Associate at Capital Investment Services of America, Inc., based in Milwaukee, Wisconsin, where he contributes to portfolio analysis, client servicing, and research to support the firm’s investment strategies. As part of a team serving high-net-worth individuals, trusts, and institutional clients, he is involved in constructing and managing portfolios primarily focused on U.S. equities and fixed income securities.

Prior to joining Capital Investment Services in October 2021, Brett worked as a Finance Specialist at Kohl’s, where he gained substantial experience in corporate finance, financial planning, and operational analysis. This background has provided him with a detailed understanding of financial modeling, risk management, and client reporting.

Brett holds a Bachelor of Business Administration (BBA) in Finance from the University of Wisconsin-Whitewater. He specializes in public equity markets and fixed income investments, with a focus on research-driven asset selection and portfolio allocation within the context of customized investment strategies for affluent clients.