Investment Counselor Group Manager - Private Client Group
Current
Jan 2024 - Present
AeroLeads people directory · profile
Brant Brubaker, Caia, Cmt Email & Phone Number
Investment Professional
at
Fisher Investments
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Professional
Location
Dallas, Texas, United States
Company size
Who is Brant Brubaker, Caia, Cmt? Overview
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Quick answer
Brant Brubaker, Caia, Cmt is listed as Investment Professional at Fisher Investments, a company with 2996 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Brant Brubaker, Caia, Cmt.
Brant Brubaker, Caia, Cmt previously worked as Investment Counselor Group Manager - Private Client Group at Fisher Investments and Investment Counselor - Private Client Group at Fisher Investments. Brant Brubaker, Caia, Cmt holds Bachelor Of Science In Business Administration, Finance And Marketing from University Of Florida.
Company email context
Email format at Fisher Investments
This section adds company-level context without repeating Brant Brubaker, Caia, Cmt's masked contact details.
*@fisherinvestments.com
71% confidence
AeroLeads found 1 current-domain work email signal for Brant Brubaker, Caia, Cmt. Compare company email patterns before reaching out.
Profile bio
About Brant Brubaker, Caia, Cmt
Seasoned investment professional with extensive experience across the Wealth Management/Investment Advisory, Hedge Fund/Managed Futures and Mutual Fund industries in roles spanning all aspects of the business including research, portfolio design, manager selection, portfolio management, trading, back-office reconciliation, performance reporting, client relations, and business development.Expert knowledge of traditional and alternative investments and experience trading billions of dollars' worth of stocks, bonds, commodities, currencies, futures, forwards, options, mutual funds, ETFs, etc.Self-starter, problem solver, critical thinker, designer, creator.......Equally comfortable with people, concepts and technology.......Acutely aware of both the big picture and the fine details.
Listed skills include Portfolio Management, Trading, Asset Allocation, Alternative Investments, and 16 others.
Current workplace
Brant Brubaker, Caia, Cmt's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
7 roles · 31 years
Brant Brubaker, Caia, Cmt work experience
A career timeline built from the work history available for this profile.
Investment Counselor - Private Client Group
Jun 2021 - Jan 2024
Chief Investment Officer
Designed the investment strategy/asset allocation for client portfolios with the intention of delivering long-term growth without severe drawdown; utilizing publicly traded securities, hedge fund/alternative investment strategies, interval funds, private investments (private equity, private credit, real estate, energy, infrastructure, etc.), and.
Apr 2013 - Jun 2021
Founder
Phoenix Asset Management
Acquired Dolphin Capital Management’s intellectual property and sought a strategic partnership to resurrect DCM’s investment programs and team.
Feb 2012 - Mar 2013
Chief Investment Officer
Dolphin Capital Management
Dolphin Capital was a CTA/Hedge Fund firm that utilized proprietary quantitative strategies (algorithms) in trading foreign exchange, stock, bond, short-rate, agriculture, metal, and energy markets around the globe via futures, forwards, options, swaps, physical commodities, common stock and ETFs.DCM was one of the top performing systematic CTAs in the.
Mar 1998 - Feb 2012
Consultant
- American Express Bank Project...............
- New York, NYFinancial Services Authority Project......
- LondonFirst Union Bank Project............................
- Charlotte, NCCathay Pacific Project.................................
- Hong KongJohnson Controls Project..........................
- Tampa, FL
May 1996 - Mar 1998
Registered Representative
1995 - 1996
~1 yr
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
JD
Joel Daniel Castillo
Colleague at Fisher InvestmentsSan Jose, Costa Rica, Costa Rica
View →
DS
Dean Saks
Colleague at Fisher InvestmentsSeal Beach, California, United States, United States
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NU
Noah Uresti
Colleague at Fisher InvestmentsPrairie Village, Kansas, United States, United States
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MC
Maxwell Cuenca
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
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TJ
Tye Jackson
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
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UL
Ujunwa Lynda
Colleague at Fisher InvestmentsAbuja, Federal Capital Territory, Nigeria, Nigeria
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SJ
Sam Johnson
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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TM
Thomas Machado
Colleague at Fisher InvestmentsSan Francisco Bay Area, United States
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TS
Tyler Staeck
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
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JN
Jasmine Nomura
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
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Joel Daniel Castillo
Colleague at Fisher InvestmentsSan Jose, Costa Rica, Costa Rica
View →
DS
Dean Saks
Colleague at Fisher InvestmentsSeal Beach, California, United States, United States
View →
NU
Noah Uresti
Colleague at Fisher InvestmentsPrairie Village, Kansas, United States, United States
View →
MC
Maxwell Cuenca
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
View →
TJ
Tye Jackson
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
View →
UL
Ujunwa Lynda
Colleague at Fisher InvestmentsAbuja, Federal Capital Territory, Nigeria, Nigeria
View →
SJ
Sam Johnson
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
TM
Thomas Machado
Colleague at Fisher InvestmentsSan Francisco Bay Area, United States
View →
TS
Tyler Staeck
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
View →
JN
Jasmine Nomura
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
View →
1 education record
Brant Brubaker, Caia, Cmt education
FAQ
Frequently asked questions about Brant Brubaker, Caia, Cmt
Quick answers generated from the profile data available on this page.
What company does Brant Brubaker, Caia, Cmt work for?
Brant Brubaker, Caia, Cmt works for Fisher Investments.
What is Brant Brubaker, Caia, Cmt's role at Fisher Investments?
Brant Brubaker, Caia, Cmt is listed as Investment Professional at Fisher Investments.
What is Brant Brubaker, Caia, Cmt's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Brant Brubaker, Caia, Cmt at Fisher Investments.
Where is Brant Brubaker, Caia, Cmt based?
Brant Brubaker, Caia, Cmt is based in Dallas, Texas, United States while working with Fisher Investments.
What companies has Brant Brubaker, Caia, Cmt worked for?
Brant Brubaker, Caia, Cmt has worked for Fisher Investments, Strategic Wealth Planning, Phoenix Asset Management, Dolphin Capital Management, and Willis Towers Watson.
Who are Brant Brubaker, Caia, Cmt's colleagues at Fisher Investments?
Brant Brubaker, Caia, Cmt's colleagues at Fisher Investments include Joel Daniel Castillo, Dean Saks, Noah Uresti, Maxwell Cuenca, and Tye Jackson.
How can I contact Brant Brubaker, Caia, Cmt?
You can use AeroLeads to view verified contact signals for Brant Brubaker, Caia, Cmt at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Brant Brubaker, Caia, Cmt attend?
Brant Brubaker, Caia, Cmt holds Bachelor Of Science In Business Administration, Finance And Marketing from University Of Florida.
What skills is Brant Brubaker, Caia, Cmt known for?
Brant Brubaker, Caia, Cmt is listed with skills including Portfolio Management, Trading, Asset Allocation, Alternative Investments, Options, Commodity, Mutual Funds, and Investment Strategies.
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