Brett Stehl, CFA, CAIA, currently serves as a Senior Business Development Officer at PNC, beginning in September 2024. Previously, Brett held the role of Institutional Consultant at Goelzer Investment Management from May 2022 to May 2024, providing fiduciary services to non-profit organizations, higher education institutions, and associations. Additional experience includes positions as an Institutional Advisor at Creative Planning Inc. (March 2018 - May 2022), Advisory Investment Analyst at Benjamin F. Edwards & Co. (November 2012 - March 2018), and Research Analyst at Summit Strategies Group (January 2011 - November 2012) and Hammond Associates (March 2008 - December 2010). Brett holds a Bachelor’s Degree in Accounting and Finance from Southern Illinois University, Carbondale, and is a Chartered Alternative Investment Analyst and Chartered Financial Analyst.
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