Brett Stehl, CFA, CAIA

Brett is an experienced institutional investment professional with over 15 years of experience advising endowments, foundations, healthcare organizations, and retirement plans across the Outsourced Chief Investment Officer (OCIO) and institutional consulting marketplace.

As a CFA^® and CAIA charterholder, he brings experience in strategic asset allocation, portfolio construction, investment manager due diligence, and fiduciary governance. Throughout his career, he has managed institutional client relationships, advised investment committees, boards, and CFOs, and supported business development efforts.

Brett takes a collaborative, client-focused approach to developing investment strategies that align with each organization's financial objectives, risk tolerance, and long-term goals. His experience leading client engagements and finalist presentations allows him to translate complex investment concepts into clear, actionable recommendations that support informed decision-making.

Brett holds a B.S. in Finance from Southern Illinois University, Carbondale where he achieved the ranking of Magna Cum Laude.

Chartered Financial Analyst (CFA^®) charter is a designation given to those who have completed the CFA^® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

Chartered Alternative Investment Analyst (CAIA^®) is a designation awarded by the CAIA Association upon successful completion of a prescribed course of study and two examinations. The designation signifies specialized knowledge of alternative investments and their application within investment portfolios.