![Brett Ryan Pernicano](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Brett Ryan Pernicano worked as a Partner & Wealth Advisor at Dowling & Yahnke LLC from 2014 to 2023.
He received his undergraduate degree from the University of Washington in 2005.
Anciens postes connus de Brett Ryan Pernicano
| Sociétés | Poste | Fin |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Gestionnaire de Portefeuille-Actions | 31/03/2023 |
Formation de Brett Ryan Pernicano
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
