Professional Experience

Brett joined Sentinel in 2011 and serves as a Senior Investment Analyst and co-manager of the SPA CIT asset allocation models. In his role, he conducts in-depth qualitative and quantitative research on investment strategies, delivering actionable recommendations for both institutional and wealth management clients. He also reviews defined contribution client lineups across platforms, ensuring investment options remain competitive and effective.

In addition to his research responsibilities, Brett helps manage Sentinel’s asset allocation models, which have earned recognition through Morningstar rankings for their performance and risk-adjusted results. His diverse background—including experience in equities, fixed income, pension consulting, and broker-dealer research—gives him a broad perspective and flexibility as a generalist, allowing him to provide well-rounded insights across asset classes and client needs.

Fun fact about Brett: While from Pennsylvania, he has lived all over Massachusetts, including Boston, Roxbury, Hull,   Wellesley, Brookline, Cambridge, Arlington, Woburn, Marblehead, and now Salem.

Educational Background and Certifications

• F.W. Olin Graduate School of Business at Babson College – Master of Business Administration
• Northeastern University – Bachelor's Degree – Business Administration (Finance and Accounting)