Brett Dulyea, CFA, is a Wealth Manager and Senior Vice President at Rockefeller Global Family Office, bringing over two decades of investment experience focused on ethical, client-centered wealth management. Brett began their finance career in 1997 at Bank of America, holding senior roles at firms such as Merrill Lynch, Wells Fargo, and Deutsche Bank, where they specialized in complex investment strategies and legacy planning. Brett holds a B.S. and an MBA in Finance from California Polytechnic University, Pomona, and is committed to lifelong learning, currently focusing on sustainable and impact-oriented investing.
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