Bret A. Curlee

Managing Director, Investment Services at GuideStone Financial Resources

Bret A. Curlee has a diverse work experience in the financial industry. Bret A. started their career as a National Account Manager at Prudential Financial from 1992-1996. Bret A. then worked at The Aggregate Group as a Managing Director - Partner from 1998-2006. Following that, they joined GuideStone Financial Resources as a Director from 2007-2009. Bret A. then served as the Managing Director, Fixed Income at Mesirow Financial from 2009-2011. Afterward, they worked at AIS Capital Management, L.P. as a Managing Director - Partner from 2011-2015. Currently, they are working at GuideStone Financial Resources as the Managing Director, Investment Services. In this role, they oversee various aspects of the Investments line of business, including investment management, operations, legal, compliance, and sales. Bret A. also supervises the alternatives practice operations, portfolio analytics systems, client relationship management, and reporting. Additionally, they are responsible for creating and maintaining compliance policies, completing legal documents for investments, and managing data feeds.

Bret A. Curlee has a Master of Business Administration (MBA) degree in International Finance from DePaul University. Bret A. also holds a Bachelor of Science (BS) degree in Business, Management, Marketing, and Related Support Services from Ferris State University. Bret A. Curlee completed their high school education at Grosse Pointe South High School.

Links

Previous companies

Prudential Financial logo

Timeline

  • Managing Director, Investment Services

    March, 2015 - present

  • Director

    January, 2007