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Brett Slattery
Gestionnaire de Portefeuille-Actions chez
Moran Wealth Management LLC
Profil
Mr. Brett M.
Slattery, CFA MBA, is a Senior Portfolio Manager at Moran Wealth Management LLC.
Prior to joining the firm, Mr. Slattery served as Chief Investment Officer & Portfolio Manager, overseeing multiple equity strategies, portfolio construction, and investment oversight.
Earlier in his career, he held roles as a Portfolio Manager & Director of Fundamental Research, leading equity research teams and helping refine investment processes and research capabilities.
He earned his MBA in Finance from Georgetown University and has completed advanced graduate-level and post-graduate coursework in artificial intelligence, machine learning, data science, and business analytics, including executive education programs through The University of Texas at Austin.
Postes actifs de Brett Slattery
| Sociétés | Poste | Début |
|---|---|---|
Moran Wealth Management LLC
 Moran Wealth Management LLC Investment ManagersFinance MWM utilizes a broad range of products designed to meet their clients’ individual financial needs. The firm uses a combination of quantitative, technical and fundamental analysis to evaluate a security for inclusion in their portfolio strategies. | Gestionnaire de Portefeuille-Actions | 01/04/2026 |
Anciens postes connus de Brett Slattery
| Sociétés | Poste | Fin |
|---|---|---|
Willis Investment Counsel, Inc.
 Willis Investment Counsel, Inc. Investment ManagersFinance WIC searches for companies to invest in by screening across various industries and company sizes to identify potentially underpriced stocks. Their clients’ investment portfolios are designed based on their risk tolerance and long-term investment goals. The firm employs several structural elements in their investment process that they believe substantially enhance the risk management and performance of their clients’ portfolios. These elements include a company stress-testing process, a graduated purchase process, and a systematic and graduated sale procedure. | Directeur de la Recherche - Actions | 01/12/2025 |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Corporate Officer/Principal | 31/12/2011 |
Abingdon Capital Management LLC
 Abingdon Capital Management LLC Investment ManagersFinance Abingdon Capital aims to preserve and compound capital by generating superior risk-adjusted returns by investing in a portfolio of long and short investments, primarily publicly-traded equity securities of US companies that are trading at a discount of their estimated business value. The firm uses a number of techniques to increase returns or reduce risks, including short selling, the purchase and sale of options and use of leverage. They use fundamental research to identify large discrepancies between business values and stock prices. | Analyst-Equity | 30/09/2009 |
Formation de Brett Slattery
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Abingdon Capital Management LLC
Abingdon Capital Management LLC Investment ManagersFinance Abingdon Capital aims to preserve and compound capital by generating superior risk-adjusted returns by investing in a portfolio of long and short investments, primarily publicly-traded equity securities of US companies that are trading at a discount of their estimated business value. The firm uses a number of techniques to increase returns or reduce risks, including short selling, the purchase and sale of options and use of leverage. They use fundamental research to identify large discrepancies between business values and stock prices. | Finance |
Willis Investment Counsel, Inc.
Willis Investment Counsel, Inc. Investment ManagersFinance WIC searches for companies to invest in by screening across various industries and company sizes to identify potentially underpriced stocks. Their clients’ investment portfolios are designed based on their risk tolerance and long-term investment goals. The firm employs several structural elements in their investment process that they believe substantially enhance the risk management and performance of their clients’ portfolios. These elements include a company stress-testing process, a graduated purchase process, and a systematic and graduated sale procedure. | Finance |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McDonough School of Business
 McDonough School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Moran Wealth Management LLC
Moran Wealth Management LLC Investment ManagersFinance MWM utilizes a broad range of products designed to meet their clients’ individual financial needs. The firm uses a combination of quantitative, technical and fundamental analysis to evaluate a security for inclusion in their portfolio strategies. | Finance |
