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Brett Flodder, CFA®

Brett Flodder, CFA®

Managing Director Investment Strategies

Chartered Financial Analyst (CFA®)

“The CFA designation is regarded as the highest distinction in the investment management profession with a focus on a rigorous curriculum and strong ethical foundations.”(https://www.cfainstitute.org/en/programs/cfa/benefits accessed 7/17/2018)

Brett leads development of:
Global economic analysis
Portfolio design and real time evaluation
Security selection

He also works directly with clients on strategy implementation and is a CFA® Charterholder.

Prior to earning an MBA from the Harvard Business School, Brett worked as a restructuring consultant for FTI Consulting. At FTI, Brett advised executives in navigating the complex challenges created by the 2008-2010 recession.

After Harvard, Brett joined McKinsey & Co., advising executives from the Fortune 100® on strategy and operations, focusing primarily on the financial industry.

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