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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| John G. Ullman & Associates, Inc. | Security Analyst | Nov 2018 to Present | — |
| Howe & Rusling, Inc. | Senior Equity Analyst- Director of Equity Analysis | Jan 2007 to Sep 2018 | — |
| Howe and Rusling | Senior Equity Analyst | Oct 2003 to Sep 2018 | — |
Education
The Ohio State University Fisher College of Business
MBA, Investments and Securities
1996 — 1998
Skills & Expertise
Others at John G Ullman & Associates Inc. (6)
| Name | Role | Location |
|---|---|---|
L Lily Quattrini | Trading Department, Asst. Manager | NY , United States |
| Securities Research Analyst | NY , United States | |
| Senior Securities Analyst | Albany, NY , United States | |
| Senior Associate | Corning, NY , United States | |
| Equity Research Analyst | United States | |
| Associate | Rhinebeck, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
| Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States | |
| Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States | |
| Chief Investment Officer | Howe & Rusling Inc. | NY , United States | |
| Partner | Howe & Rusling Inc. | Rochester, NY , United States |