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Brett Winnfeld

Brett Winnfeld

Security Analyst at John G Ullman & Associates Inc.

Ontario, NY , United States

About

Brett Winnefeld is a Security Analyst at John G. Ullman & Associates, Inc., based in Ontario, NY, where he has served since November 2018. His role involves conducting in-depth securities research, economic analysis, and providing investment insights for client portfolios, focusing on public equity markets with responsibilities spanning sector research and macroeconomic commentary.

Prior to joining John G. Ullman & Associates, Brett spent over a decade at Howe & Rusling, Inc., where he advanced to Senior Equity Analyst and Director of Equity Analysis (2003–2018). Throughout his career, he has specialized in equity research, particularly within the technology, consumer, industrial, and financial sectors, as evidenced by his leadership in equity analysis and his published market outlooks.

Brett holds an MBA in Investments and Securities from The Ohio State University Fisher College of Business, underpinning his expertise in investment strategy and security selection. He is also a frequent author of economic and market updates, contributing thought leadership to the firm's investment process and client communications.

Career History

OrganizationRoleDate RangeDetails
John G. Ullman & Associates, Inc.Security AnalystNov 2018 to Present
Howe & Rusling, Inc.Senior Equity Analyst- Director of Equity AnalysisJan 2007 to Sep 2018
Howe and RuslingSenior Equity AnalystOct 2003 to Sep 2018

Education

The Ohio State University Fisher College of Business

MBA, Investments and Securities

1996 1998

Skills & Expertise

Alternative Investments
Bloomberg
Equity Research
Equities
Portfolio Management
Investments
Financial Modeling
Asset Allocation
Investment Management
Financial Analysis
Asset Management
Valuation

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Lily Quattrini
Trading Department, Asst. ManagerNY , United States
Mark Abdalla
Mark Abdalla
Securities Research AnalystNY , United States
William Armstrong
William Armstrong
Senior Securities AnalystAlbany, NY , United States
Amber Gee
Amber Gee
Senior AssociateCorning, NY , United States
Dan Obrist
Dan Obrist
Equity Research AnalystUnited States
Derek Doyle
Derek Doyle
AssociateRhinebeck, NY , United States

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