Brett is an entrepreneur and active investor in many unique private ventures. Brett is the Chief Investment Officer of the Jaggi Family Office and the founder of WindRock Wealth Management. WindRock is a boutique wealth management firm designed for entrepreneurial-minded investors seeking access to direct deals. The Jaggi Family Office is an active investor with a focus on real estate and lending. Formerly, Brett was a founding partner of Altair Advisers. Previous to that, Brett was a manager at Arthur Andersen, helping to build their Investment Advisory and Private Client Services practice. Brett is a Chartered Financial Analyst charterholder (CFA®) and has earned the Chartered Alternative Investment Analyst designation (CAIA®). Brett has an MBA from Northwestern University’s Kellogg Graduate School of Management with specialties in strategy, marketing and entrepreneurship. He graduated magna cum laude from the University of Arizona with a degree in Finance.Brett’s media appearances include appearances on the PBS Nightly Business Report program, the Chicago Tribune, and the World Presidents’ Organization. He serves on an index advisory committee for Gresham Investment Management, a New-York based commodity manager, as well as serving on the board of directors for several private firms. His philanthropic activities include serving as a founding Board Member of the Northwestern Center for Integrative Medicine and a member of the Major Gifts Committee of the Edward Hospital Foundation.Brett has a great interest in wellness-based health care and supporting entrepreneurs who are creating opportunities and improving lives in their communities.