Bret monitors asset allocation and investment selections for all investment portfolios. He also ensures that each client investment portfolio is continually aligned with the prescribed model portfolio within selected discipline. Bret also manages all other portfolio administration operations. Prior to joining YBR, Bret worked in a financial advisory firm for seven years as the Advisory Services Manager. Bret was responsible for portfolio analysis and trading as well as supervision of back office operations. Bret is FINRA Series 66 licensed, has B.A. in Business Administration from California State University, San Bernardino and an MBA in Finance from University of California, Riverside.
When not working, Bret enjoys playing golf, exploring everything in the Bay Area, and spending quality time with his wife, Jackie, and their two dogs, Phyllis and Miller.