Brett Halley

Brett Halley, CFA, serves as Chief Investment Officer and Founding Partner at Private Wealth Asset Management, where he leads investment strategy, portfolio construction, and research functions for both individual and institutional clients. In this capacity, he manages a broad set of asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments with a particular expertise in core-satellite portfolio management, sector rotation strategies, and accessing private capital and pre-IPO opportunities.

Previously, Brett was a Senior Investment Strategist at Wells Fargo, where he spent nearly two decades crafting multi-asset strategies and providing thought leadership on risk management and capital market trends for high-net-worth individuals and institutions. His leadership at Private Wealth is underpinned by more than 30 years of industry experience, notably in shaping institutional investment policy, manager selection, and integrating innovative research from both major global investment banks and specialized boutique firms.

Brett holds an MBA from the University of Iowa’s Henry B. Tippie College of Business and is a CFA charterholder, reflecting his profound expertise in portfolio design, manager due diligence, and long-term wealth planning. He is recognized for his transparency, client-focused approach, and the ability to tailor investment solutions across public and private markets, helping clients capitalize on both traditional and niche opportunities.