Brett joined Doliver Advisors as a Financial Analyst in June 2024. He supports the firm’s investment research, financial analysis, and the development of technology-driven tools designed to improve internal processes and systems. Brett holds the Series 65 qualification and is particularly interested in applying emerging artificial intelligence technologies within the financial services industry.
Before joining Doliver, Brett interned in Charles Schwab’s Fund Operations Department, where he gained experience with financial operations and investment processes. He also has an entrepreneurial background, having participated in several business ventures and start-up initiatives.
A native Houstonian, Brett earned a Bachelor of Business Administration in Finance from the University of Houston.
