Verified recordFinancial Services

Brett Lapierre

Senior Portfolio Manager at Inverness Wealth Management

Based in Denver, United States

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Seniority

Director

Department

Finance & Accounting

Location

Denver

Industry

Financial Services

Company size

12

Contact information

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Email

1 credit

b•••••••@invernesswealthmanagement.com

Phone

5 credits

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Background

About Brett Lapierre

Accomplished Investment Professional with extensive experience in asset allocation, portfolio construction, and investment selection. Proven leader in developing and managing multi-asset class investment models for financial advisors. Skilled in performing qualitative and quantitative research, and utilizing innovative technologies. Proficient in Morningstar Direct, Bloomberg, Excel, PowerPoint, and various trading platforms. Effective communicator with a demonstrated ability to provide analysis and commentary on economics, financial markets, and portfolio construction.

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