Brett Leister

Brett Leister is a Senior Associate at Strategic Investment Group in Washington, DC, where he contributes to portfolio management and investment research for institutional clients. In his current role, he is involved in evaluating investment opportunities, conducting asset allocation analysis, and supporting relationship management across client accounts, leveraging his advanced skills in financial analysis and project management.

He has built his career within Strategic Investment Group, advancing from Analyst to Associate before assuming his current position as Senior Associate. Brett focuses particularly on multi-asset class portfolios, including equities, fixed income, alternative investments, and hedge funds, helping clients effectively diversify and manage risk.

Brett holds dual Bachelor of Science degrees in Finance and Marketing from Elon University, where he achieved recognition as a member of the winning team at the X-Culture Symposium business competition and participated in managing a university endowment segment. His expertise covers portfolio strategy, quantitative investment analysis, and client-focused advisory. Through his academic and professional accomplishments, Brett has demonstrated leadership and analytical depth, contributing to best-in-class investment solutions for institutional clients.