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Brett Adlard, Cfa Email & Phone Number
Head of AI and ML
at
Energy CX
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Head of AI and ML
Location
Seattle, Washington, United States
Company size
Who is Brett Adlard, Cfa? Overview
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Quick answer
Brett Adlard, Cfa is listed as Head of AI and ML at Energy CX, a with 128 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Brett Adlard, Cfa.
Brett Adlard, Cfa previously worked as Co-Founder and CTO at Qilo and Principal at Piper Jaffray. Brett Adlard, Cfa holds Master Of Science - Ms, Applied Data Science from University Of Chicago.
Company email context
Email format at Energy CX
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Energy CX
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Profile bio
About Brett Adlard, Cfa
I have dedicated my career to tackling challenging problems through the power of analytics. With the recent completion of my master's degree in Applied Data Science, I have honed my skills in leveraging data to develop cutting-edge solutions. Currently, I am focused on harnessing the potential of deep learning models to accurately predict electricity prices. Additionally, I am adept at employing unsupervised models to effectively segment customer usage information, ultimately optimizing grid management strategies.
Listed skills include Bloomberg, Fixed Income, Vba, Technical Analysis, and 12 others.
Current workplace
Brett Adlard, Cfa's current company
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Energy Cx
6 roles
Brett Adlard, Cfa work experience
A career timeline built from the work history available for this profile.
Co-Founder And Cto
CurrentDeveloped and deployed in the cloud deep learning models to predict electricity prices in real time.Designed, developed, and deployed proprietary AMI dashboard to support Utilities with real time BI tools.Implemented an advanced Retrieval-Augmented Generation (RAG) system leveraging AWS Bedrock LLMs and Haystack to enable efficient querying and analysis of utility tariffs.Developed individual customer baselines with unsupervised machine learning, feature engineering, and matching algorithms to analyze customer trends and demand response performance.Built real time, AI electricity price prediction and deployed in the cloud to alert customers of price spikes.Created ETL pipeline from energy APIs with AWS Lambda, AWS EventBridge, and AWS RDS MySQL databases.
Nov 2020 - Present
Principal
Customized analytic reports to assist with the firm’s strategy resulting in annual revenues of $40M. Spoke at Piper Jaffray's at annual conferences with over 200+ clients in attendance, presenting on analytics strategies and tools to advise clients on portfolio management. Published 250+ articles throughout my time at Piper which were distributed to 3000+ clients and fellow finance organizations. Articles focused on research with the goal to execute trades, macroeconomic themes, portfolio strategies, and municipal market strategy.
Mar 2019 - Aug 2019
Oct 2015 - Mar 2019
Associate
Facilitated and supervised all analytic requests made by sales representatives focusing on utilizing analytics models to identify possible trade ideas and answer any client or market related questions. Utilized advanced analytics techniques coupled with insights gained from macroeconomic driven forecasts to manage my client’s portfolio and outperforming the government credit index by over 100 bp. Oversaw analytics for Public Finance group with proprietary municipal market analytics including issuer spread calculations, opportune times to issue, and developing macroeconomic themes impacting rates
Jun 2010 - Oct 2015
Proprietary Trader
Geneva Trading Usa, Llc
Traded natural gas, crude oil and E-mini S&P's futures contracts using technical indicators and fundamental analysis to gain an edge in the market. Back-tested custom built programs using CQG in order to find profitable trading strategies. Received training from Trading Technologies, CQG and Bloomberg.
Jul 2009 - Jan 2010
Team & coworkers
Colleagues at Energy CX
Other employees you can reach at energycx.com. View company contacts for 128 employees →
GW
Garry Weiner
Colleague at Energy CxHighland Park, Illinois, United States
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JP
Jasmine Padron
Colleague at Energy CxReidsville, North Carolina, United States
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ML
Matt Landmeier
Colleague at Energy CxIsland Lake, Illinois, United States
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JR
Joe Runnells
Colleague at Energy CxGreater Chicago Area, United States
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LH
Lily Hughes-France
Colleague at Energy CxChicago, Illinois, United States
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JQ
Jordan Quertermous
Colleague at Energy CxChicago, Illinois, United States
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SB
Serena Benson
Colleague at Energy CxWenatchee, Washington, United States
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SL
Suzy Lowell
Colleague at Energy CxGlenview, Illinois, United States
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SH
Sarah Hierholzer
Colleague at Energy CxChicago, Illinois, United States
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JA
Joseph A. Werner
Colleague at Energy CxChicago, Illinois, United States
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Garry Weiner
Colleague at Energy CxHighland Park, Illinois, United States
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JP
Jasmine Padron
Colleague at Energy CxReidsville, North Carolina, United States
View →
ML
Matt Landmeier
Colleague at Energy CxIsland Lake, Illinois, United States
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JR
Joe Runnells
Colleague at Energy CxGreater Chicago Area, United States
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LH
Lily Hughes-France
Colleague at Energy CxChicago, Illinois, United States
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JQ
Jordan Quertermous
Colleague at Energy CxChicago, Illinois, United States
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SB
Serena Benson
Colleague at Energy CxWenatchee, Washington, United States
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SL
Suzy Lowell
Colleague at Energy CxGlenview, Illinois, United States
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SH
Sarah Hierholzer
Colleague at Energy CxChicago, Illinois, United States
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JA
Joseph A. Werner
Colleague at Energy CxChicago, Illinois, United States
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2 education records
Brett Adlard, Cfa education
Master Of Science - Ms, Applied Data Science
Bachelors Of Science, Finance And Economics Minor In Philosophy
FAQ
Frequently asked questions about Brett Adlard, Cfa
Quick answers generated from the profile data available on this page.
What company does Brett Adlard, Cfa work for?
Brett Adlard, Cfa works for Energy CX.
What is Brett Adlard, Cfa's role at Energy CX?
Brett Adlard, Cfa is listed as Head of AI and ML at Energy CX.
Where is Brett Adlard, Cfa based?
Brett Adlard, Cfa is based in Seattle, Washington, United States while working with Energy CX.
What companies has Brett Adlard, Cfa worked for?
Brett Adlard, Cfa has worked for Energy Cx, Qilo, Piper Jaffray, Bmo Capital Markets, and Geneva Trading Usa, Llc.
Who are Brett Adlard, Cfa's colleagues at Energy CX?
Brett Adlard, Cfa's colleagues at Energy CX include Garry Weiner, Jasmine Padron, Matt Landmeier, Joe Runnells, and Lily Hughes-France.
How can I contact Brett Adlard, Cfa?
You can use AeroLeads to view verified contact signals for Brett Adlard, Cfa at Energy CX, including work email, phone, and LinkedIn data when available.
What schools did Brett Adlard, Cfa attend?
Brett Adlard, Cfa holds Master Of Science - Ms, Applied Data Science from University Of Chicago.
What skills is Brett Adlard, Cfa known for?
Brett Adlard, Cfa is listed with skills including Bloomberg, Fixed Income, Vba, Technical Analysis, Portfolio Management, Derivatives, Swaps, and Analysis.
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