Meet the team
Brett Myer
CFA®, CIMA®, MBA
Vice President, Head of Investor Relations
About Brett
With nearly two decades of experience in investments and research, Brett enjoys navigating the complexity of clients’ financial situations and extending them clarity and confidence for their future through thoughtful counsel and thorough communication.
An avid student of philosophy, Brett has a passion for behavioral finance and understanding the reasons behind investors’ decisions and financial goals. He leverages this insight to clearly articulate how Sequoia’s investment strategies are implemented to meet clients’ unique needs and optimize outcomes. As Head of Investor Relations at Sequioa, Brett has the privilege of diving ever deeper into his fascination for the technical aspects of investments, macroeconomics, and capital market research to help families across the wealth continuum deploy their wealth with purpose.
An insatiable learner, Brett is a Chartered Financial Analyst® (CFA®) and Certified Investment Management Analyst® (CIMA®). He earned his Bachelor of Science in Business Administration and MBA from the University of Nevada, Las Vegas.
Outside of the office, Brett is a master Lego craftsman and well-rounded traveler.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CPWA,” and “Certified Private Wealth Advisor.” Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully complete The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Accreditation & Education
- Chartered Financial Analyst® (CFA®)
- Certified Investment Management Analyst® (CIMA®)
- Master of Business Administration, finance, University of Nevada, Las Vegas
- Bachelor of Science, finance, University of Nevada, Las Vegas
contact your financial planning specialist
Brett Myer, CFA®, CIMA®, MBA
Vice President, Head of Investor Relations
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