Brett St. John, Caia
AeroLeads people directory · profile

Brett St. John, Caia Email & Phone Number

SVP, Director of Research at Hollow Brook Wealth Management LLC
Location: Westport, Connecticut, United States 11 work roles 2 schools
1 work email found @coastalbridgeadvisors.com 1 phone found area 860 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@coastalbridgeadvisors.com
Direct phone (860) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Hollow Brook Wealth Management LLC
Role
SVP, Director of Research
Location
Westport, Connecticut, United States
Company size
21 employees

Who is Brett St. John, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brett St. John, Caia is listed as SVP, Director of Research at Hollow Brook Wealth Management LLC, a company with 21 employees, based in Westport, Connecticut, United States. AeroLeads shows a work email signal at coastalbridgeadvisors.com, phone signal with area code 860, and a matched LinkedIn profile for Brett St. John, Caia.

Brett St. John, Caia previously worked as Senior Investment Strategist at Coastal Bridge Advisors and Investment Portfolio Strategist at Coastal Bridge Advisors. Brett St. John, Caia holds Master’S Degree, Investment Management & Financial Analysis, 4.0 from Creighton University'S Heider College Of Business.

Company email context

Email format at Hollow Brook Wealth Management LLC

This section adds company-level context without repeating Brett St. John, Caia's masked contact details.

*@coastalbridgeadvisors.com
68% confidence

AeroLeads found 1 current-domain work email signal for Brett St. John, Caia. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Brett St. John, Caia

I have worked in the financial industry since I graduated UConn with a degree in Economics in 2013. Throughout the years I have developed expertise in financial products, fundamental analysis, data analysis, investment management, portfolio construction, and investment performance & analytics. In addition to my professional experiences, I have worked to earn my master’s degree from Creighton University, became a CAIA, earned a series 65 license, earned a CFA ESG certification, and am currently a November 2024 CFA Level 2 candidate.My passion is focused on the financial industry; I enjoy the fast-paced nature, challenging competitive environment and the constant flow of data & news. I am happy I can continue to increase my knowledge, while working for the benefit of clients, alongside other motivated professionals at Coastal Bridge Advisors.Core Competencies:  Financial Analysis Manager Research Investment Management Portfolio Construction Data Analysis & Management Communication & Time Management Investment Performance & Analytics

Listed skills include Research, Microsoft Excel, Financial Analysis, Finance, and 12 others.

Current workplace

Brett St. John, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Hollow Brook Wealth Management LLC
Hollow Brook Wealth Management Llc
SVP, Director of Research
Westport, CT, US
Website
hollowbrookllc.com
Employees
21
AeroLeads page
Company profile
View company profile Email format
11 roles

Brett St. John, Caia work experience

A career timeline built from the work history available for this profile.

Senior Investment Strategist

Current
Coastal Bridge Advisors

Westport, Connecticut, United States

  • Manager research and investment research
  • Co-leading the investment committee
  • Portfolio construction, strategic planning, and tactical shifts
  • Trade execution and management
  • Orchestrating research, news, economic data updates for benefit of advisors/IC/firm
Aug 2024 - Present

Performance Analyst

Fiducient Advisors

Windsor, Connecticut, United States

Mar 2021 - Oct 2021

Founder, Investment Analyst

Almond Confirmed

Providing investment education & equity researchDeveloped a website for investment analysis and education, AlmondConfirmed.com. My goal for Almond Confirmed, by providing research, methods, and knowledge I use for my own investment management decisions, was to empower others to make better decisions with their capital in a way that made the most sense for.

Jan 2020 - Mar 2021

Investment Performance Analyst

Voya Investment Management

Windsor, CT

  • Investment Performance Analyst, responsible for daily and monthly commercial investment performance calculation and reporting to both internal and external clients
  • Create, run and analyze reconciliations of account and index data within reports and marketing material
  • Perform various performance related excel based ad-hoc requests (i.e. annualized returns, correlation, hypothetical net of fee returns, information ratio, standard deviation, tracking error, etc.)
  • Work with the performance team, accounting, audit firms, data vendors, client services, IT, marketing and portfolio specialists to ensure all data requests are fulfilled in an accurate and timely manner
Oct 2016 - Dec 2019

Equity Analyst

Bloomberg Lp

Skillman, NJ

  • North American equities data analyst focused mainly on Healthcare, Consumer Discretionary, Consumer Staples and Industrials
  • Responsible for a portfolio of over 500 companies
  • Daily fundamental analysis of financial documents including the 10Q, 10K, 8K, 6K, S-1, F-1 and press releases.
Jan 2014 - Oct 2016

Financial Representative

Northwestern Mutual

West Hartford, Connecticut

  • Financial Representative Intern, responsible for acquiring and working with clients
  • Regularly making phone calls to set meetings, holding meetings introducing the financial business and process, creating Personal Planned Analysis’s for clients and recommending appropriate steps and products going.
  • Maintaining relationships and continually serving clients to create financial security and work towards individual financial goals
Jan 2013 - Nov 2013

Intern

Altassets

London, United Kingdom

  • Research and analysis for the private equity news company.
  • Creating and updating spread sheets on general client information and payments.
  • Creating and editing news bits for the AltAssets news website.
Oct 2012 - Dec 2012

Internship

Northeast Brokerage Incorporated

Manchester, CT

Data entry into several programs, scanning and saving applications, faxing documents, copying and distributing agent requirements.

Jun 2012 - Aug 2012
Team & coworkers

Colleagues at Hollow Brook Wealth Management LLC

Other employees you can reach at hollowbrookllc.com. View company contacts for 21 employees →

RM Rob Mcnerney Rob Mcnerney Colleague at Hollow Brook Wealth Management Llc Katonah, New York, United States, United States View → PR Phoebe Rubenstein Phoebe Rubenstein Colleague at Hollow Brook Wealth Management Llc New York, New York, United States, United States View → CG Cathy Gellatly Cathy Gellatly Colleague at Hollow Brook Wealth Management Llc Stamford, Connecticut, United States, United States View → AB Alan Bazaar Alan Bazaar Colleague at Hollow Brook Wealth Management Llc Katonah, New York, United States, United States View → LP Lillian Preziosi Lillian Preziosi Colleague at Hollow Brook Wealth Management Llc New York, New York, United States, United States View → WN Wayne Nordberg Wayne Nordberg Colleague at Hollow Brook Wealth Management Llc New York, New York, United States, United States View → KB Kelly Bullers Kelly Bullers Colleague at Hollow Brook Wealth Management Llc Pleasant Valley, New York, United States, United States View →
2 education records

Brett St. John, Caia education

Master’S Degree, Investment Management & Financial Analysis, 4.0

Creighton University'S Heider College Of Business

Completed Courses: Advanced Financial Analysis Corporate Finance Econ-Investment Management Ethical and Professional Standards I & II.

FAQ

Frequently asked questions about Brett St. John, Caia

Quick answers generated from the profile data available on this page.

What company does Brett St. John, Caia work for?

Brett St. John, Caia works for Hollow Brook Wealth Management LLC.

What is Brett St. John, Caia's role at Hollow Brook Wealth Management LLC?

Brett St. John, Caia is listed as SVP, Director of Research at Hollow Brook Wealth Management LLC.

What is Brett St. John, Caia's email address?

AeroLeads has found 1 work email signal at @coastalbridgeadvisors.com for Brett St. John, Caia at Hollow Brook Wealth Management LLC.

What is Brett St. John, Caia's phone number?

AeroLeads has found 1 phone signal(s) with area code 860 for Brett St. John, Caia at Hollow Brook Wealth Management LLC.

Where is Brett St. John, Caia based?

Brett St. John, Caia is based in Westport, Connecticut, United States while working with Hollow Brook Wealth Management LLC.

What companies has Brett St. John, Caia worked for?

Brett St. John, Caia has worked for Hollow Brook Wealth Management Llc, Coastal Bridge Advisors, Fiducient Advisors, Almond Confirmed, and Voya Investment Management.

Who are Brett St. John, Caia's colleagues at Hollow Brook Wealth Management LLC?

Brett St. John, Caia's colleagues at Hollow Brook Wealth Management LLC include Rob Mcnerney, Phoebe Rubenstein, Cathy Gellatly, Alan Bazaar, and Lillian Preziosi.

How can I contact Brett St. John, Caia?

You can use AeroLeads to view verified contact signals for Brett St. John, Caia at Hollow Brook Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Brett St. John, Caia attend?

Brett St. John, Caia holds Master’S Degree, Investment Management & Financial Analysis, 4.0 from Creighton University'S Heider College Of Business.

What skills is Brett St. John, Caia known for?

Brett St. John, Caia is listed with skills including Research, Microsoft Excel, Financial Analysis, Finance, Microsoft Office, Investments, Golf, and Economics.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.