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Biography

Bret is a Partner in the Pittsburgh office with over 27 years of experience in the investment advisory industry. ​

Bret provides comprehensive wealth planning and investment management services to high-net-worth and institutional clients. He works closely with clients to help them define and achieve their financial goals as well as guide them through important financial decisions. He has experience in Investment Policy Statement design, asset allocation, and diversified portfolio construction.​

Prior to joining Cerity Partners, Bret was a Principal, Senior Client Advisor, and Chief Investment Officer at XPYRIA Investment Advisors. He had been with the firm since 1997. He oversaw the firm’s investment strategy, investment research, investment manager due diligence and selection, and portfolio construction. Bret also served as the Chair of the firm’s Investment Committee. ​

Education

  • B.A. from the University of Richmond​
  • MBA with a concentration in Finance from the University of Pittsburgh, Katz Graduate School of Business​

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