Brent Miller, CFA®
Senior Portfolio Manager
Brent is responsible for managing and monitoring client portfolios, reviewing portfolios with clients, and providing analysis and recommendations on stocks, portfolio strategy, and the economy to help drive future investment decisions. Prior to joining our team, Brent served as President and Director of Research at Gradient Analytics, where his responsibilities included developing investment research products, managing client portfolios, and constructing model portfolios for unit investment trusts and exchange traded funds.
Brent earned a master’s degree in business administration from Arizona State University in 2007 and bachelor’s degrees in economics and political science from Arizona State University in 1999. In 2013, Brent earned the right to use the Chartered Financial Analyst® designation.
What drew you to the wealth management industry?
I wanted to work directly with clients and use my 20 years of experience in investment research and portfolio construction to help them reach their financial goals.
Outside of my professional career I am passionate about:
Spending time with my family and living a balanced lifestyle devoted to constant learning, physical/spiritual health, and having fun.
The one word or phrase that best describes me is:
Driven. I strive to put forth my best effort in every aspect of life and am a self-motived person.