AeroLeads people directory · profile
Brett Lapierre, Cfa Email & Phone Number
Portfolio Manager
at
Inverness Wealth Management
1 work email found
@marinerwealthadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Denver, Colorado, United States
Company size
Who is Brett Lapierre, Cfa? Overview
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Quick answer
Brett Lapierre, Cfa is listed as Portfolio Manager at Inverness Wealth Management, a with 8 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com and a matched LinkedIn profile for Brett Lapierre, Cfa.
Brett Lapierre, Cfa previously worked as Sr. Investment Strategist at Mariner Wealth Advisors and Investment Analyst at Kummer Financial Strategies, Inc.. Brett Lapierre, Cfa holds Master Of Science (M.S.), Finance, General from University Of Denver.
Company email context
Email format at Inverness Wealth Management
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*@marinerwealthadvisors.com
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AeroLeads found 1 current-domain work email signal for Brett Lapierre, Cfa. Compare company email patterns before reaching out.
Profile bio
About Brett Lapierre, Cfa
Dedicated CFA Charterholder seeks to help investors achieve greater financial success and security.Detail-oriented researcher experienced in following financial markets and providing investment advice Provided commentary and analysis of global macroeconomic and financial market events in periodic presentations and research briefs given to various audiences: general public, advisors and wholesalers Developed and maintained dynamic asset allocation and strategic asset allocation models Researched and reviewed academic and industry literature on asset allocation trends and investment industry developments for the purpose of improving process and product developmentInnovative analyst skillful in the development and utilization of existing and new technologies Developed and maintained spreadsheets/databases, in conjunction with Bloomberg/FactSet, for compiling attribution & performance data on various asset classes/investments and for analyzing economic data Built and maintained corporate earnings models incorporating simulation, sensitivity and scenario-based discounted cash flow analysis for estimating the intrinsic value of an investment opportunity Improved efficiencies in commentary production process through utilizing a combination of Microsoft SharePoint, Access, Excel, PowerPoint and PublisherAn effective communicator with a demonstrated ability to utilize various mediums Composed intraday market commentary sent to over 500,000 clients daily, summarizing and analyzing salient market news and events from economic releases to individual corporate earnings reports Wrote institutional quality white papers & presentations covering various topics from the use of Return on Invested Capital in the investment process to the importance of credit analysis in fixed income Presented investment management and rules-based screening concepts to advisors at national conference
Listed skills include Mutual Funds, Asset Management, Wealth Management, Investment Management, and 15 others.
Current workplace
Brett Lapierre, Cfa's current company
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Inverness Wealth Management
8 roles
Brett Lapierre, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Portfolio Manager
Sr. Investment Strategist
Sep 2015 - Sep 2024
Investment Analyst
Sep 2015 - Dec 2018
Director Of Research
Corinthian Investment Research, Llc
Work with advisors in developing and implementing a dynamic asset allocation process within a long-term strategic MPT framework Maintain internally developed proprietary rules-based screening and ranking processes designed to capitalize on four persistent market anomalies Educate advisors on stock screening, portfolio management, asset allocation and proper benchmarking Analyze investment performance with an internally designed and built reporting system that highlights key metrics such as downside volatility, upside-downside capture and a number of MPT statistics Produce and design monthly investment-model Factsheets and marketing materials for advisors, as well as thought leadership and other market commentary
May 2011 - Sep 2015
Sr. Investment Writer, Marketing Strategy & Innovation
Worked with Client Portfolio Management team, Chief Investment Officers, portfolio managers and analysts in developing macroeconomic commentary and outlook for equity and fixed income products Developed financial/technical content on a wide range of thought-leadership topics published in white papers and other investment-related promotional collateral and campaigns Utilized Bloomberg in researching, gathering, maintaining and analyzing economic, market, portfolio and individual company data Managed portfolio commentary and annual letter process that included meeting tight deadlines, compiling/analyzing portfolio attribution data and writing/editing
Nov 2005 - May 2011
Market Analyst, Schwab Center For Investment Research
Contributed to investment strategy council asset allocation decisions; responsible for writing and updating 6-12 month market outlook Reviewed macroeconomic and sell-side equity research reports in preparing summaries of market trends and events for clients Analyzed and maintained various economic and financial market data using Bloomberg and DataStream Wrote daily, weekly and monthly market analysis pieces posted to website and disseminated to clients
Mar 2005 - Nov 2006
2 education records
Brett Lapierre, Cfa education
Master Of Science (M.S.), Finance, General
Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services
FAQ
Frequently asked questions about Brett Lapierre, Cfa
Quick answers generated from the profile data available on this page.
What company does Brett Lapierre, Cfa work for?
Brett Lapierre, Cfa works for Inverness Wealth Management.
What is Brett Lapierre, Cfa's role at Inverness Wealth Management?
Brett Lapierre, Cfa is listed as Portfolio Manager at Inverness Wealth Management.
What is Brett Lapierre, Cfa's email address?
AeroLeads has found 1 work email signal at @marinerwealthadvisors.com for Brett Lapierre, Cfa at Inverness Wealth Management.
Where is Brett Lapierre, Cfa based?
Brett Lapierre, Cfa is based in Denver, Colorado, United States while working with Inverness Wealth Management.
What companies has Brett Lapierre, Cfa worked for?
Brett Lapierre, Cfa has worked for Inverness Wealth Management, Mariner Wealth Advisors, Kummer Financial Strategies, Inc., Corinthian Investment Research, Llc, and Janus Capital Group.
How can I contact Brett Lapierre, Cfa?
You can use AeroLeads to view verified contact signals for Brett Lapierre, Cfa at Inverness Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Brett Lapierre, Cfa attend?
Brett Lapierre, Cfa holds Master Of Science (M.S.), Finance, General from University Of Denver.
What skills is Brett Lapierre, Cfa known for?
Brett Lapierre, Cfa is listed with skills including Mutual Funds, Asset Management, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Writing, and Equities.
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