Profil
Mr. Bret A. Doucette is an Analyst at Highline Wealth Management LLC.
Prior to joining Highline in May 2011, Mr. Doucette was Finance Intern at Merrill Lynch and Student Consultant Intern at Hatch Early Childhood: Wake Forest University Schools of Business.
He was also Financial Literacy Educator at Wake Forest Schools of Business and Beach Lifeguard at Virginia Beach Lifesaving Service.
Mr. Doucette received his BA in History from the University of Virginia and MA in Management from the Wake Forest University-Babcock Graduate School of Management.
He is also a Private Pilot.
Anciens postes connus de Bret A. Doucette
| Sociétés | Poste | Fin |
|---|---|---|
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management creates customized investment plans that are designed to meet each client's individual financial goals. The firm utilizes an institutional asset allocation model based on investing principals used by the largest endowments and foundations in the world. Highline seeks to achieve consistent returns with less volatility than traditional portfolios. Once a client's allocation is in place, the firm employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds and/or investment managers. Once the portfolio is constructed, Highline provides ongoing analysis and monitoring to make sure the client's portfolios risk/return objectives are consistent within the context of a continuously changing market environment. | Analyst-Equity | 01/02/2014 |
Formation de Bret A. Doucette
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wake Forest University
Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management creates customized investment plans that are designed to meet each client's individual financial goals. The firm utilizes an institutional asset allocation model based on investing principals used by the largest endowments and foundations in the world. Highline seeks to achieve consistent returns with less volatility than traditional portfolios. Once a client's allocation is in place, the firm employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds and/or investment managers. Once the portfolio is constructed, Highline provides ongoing analysis and monitoring to make sure the client's portfolios risk/return objectives are consistent within the context of a continuously changing market environment. | Finance |
















