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Brian Matthew Rettig
Analyst-Equity bei Vista Private Wealth Partners LLC
Profil
Mr. Brian M.
Rettig, CFA, is a Partner & Director of Investments at Denver PWM LLC.
Mr. Rettig is a financial industry professional with more than 22 years experience.
As senior Portfolio Manager, he is responsible for security analysis, asset allocation and portfolio design for DenverPWM.
Mr. Rettig gauges macroeconomics in order to develop top-down strategic allocations.
He specializes in integrating these macro views along with fundamental and technical methods to ensure consistency and best practice application for all client portfolios.
His risk-based models are opportunistic among asset classes while balancing risk/reward within a global asset class framework.
Prior to joining Denver PWM, Mr. Rettig served for The Institute for Wealth Management, building both tactical and strategic models for RIAs and private clients nationwide.
He previously served as Investment Manager for Sharkey, Howes & Javer, and as Fund Analyst for Matrix Financial Solutions.
He earned his BA in Finance from Colorado State University.
He is a CFA Charter holder and a member of the Colorado CFA Society.
Aktive Positionen von Brian Matthew Rettig
Unternehmen | Position | Beginn |
---|---|---|
Vista Private Wealth Partners LLC
![]() Vista Private Wealth Partners LLC Investment ManagersFinance Vista Private Wealth Partners LLC is a private wealth management company that specializes in creating customized financial plans for their clients. The company is based in Denver, CO. The company understands that each client has unique needs and values when it comes to financial planning. The company was founded in 2014 by Robert Anthony Spicer. Darin Michael Snow has been the CEO of the company since 2014. | Analyst-Equity | 01.10.2017 |
Ehemalige bekannte Positionen von Brian Matthew Rettig
Unternehmen | Position | Ende |
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Institute for Wealth Management LLC
![]() Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP. | Portfolio Manager-Aktien | 01.10.2017 |
Ausbildung von Brian Matthew Rettig
Colorado State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Vista Private Wealth Partners LLC
![]() Vista Private Wealth Partners LLC Investment ManagersFinance Vista Private Wealth Partners LLC is a private wealth management company that specializes in creating customized financial plans for their clients. The company is based in Denver, CO. The company understands that each client has unique needs and values when it comes to financial planning. The company was founded in 2014 by Robert Anthony Spicer. Darin Michael Snow has been the CEO of the company since 2014. | Finance |
Institute for Wealth Management LLC
![]() Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP. | Finance |