Brett Roese

With a bachelor’s degree in chemical engineering from the University of Florida, Brett has nurtured a strong passion for stock trading and portfolio management, which has been the driving force behind his career in the financial industry. As the primary Private Wealth Services Trader, Brett brings a unique analytical perspective to the team, leveraging a strong engineering background to design and execute tailored investment strategies for clients. Brett’s approach is characterized by a keen attention to detail and a commitment to optimizing client portfolios for long-term success. Outside of the office, Brett enjoys playing golf, finding that the game mirrors the patience and strategy required in investing. Brett is also an avid fan of the Florida Gators, frequently attending games to cheer on his alma mater.