Brett founded WindRock Wealth Management to bring tailored investment solutions to investors seeking an edge in an increasing uncertain world. Brett is a veteran and entrepreneur in the investment business. As a founding partner of Altair Advisers, a $3 billion investment firm, Brett served as the trusted investment advisor to clients with wealth ranging from $3 million to $1 billion. He served on the Investment Committee with a specialty in alternative investments opportunities and also oversaw the firm’s business strategy. Previous to that, Brett was a manager at Arthur Andersen, helping to build their Investment Advisory and Private Client Services practice. Brett is a Chartered Financial Analyst charterholder (CFA®) and has earned the Chartered Alternative Investment Analyst designation (CAIA®). Brett has an MBA from Northwestern University’s Kellogg Graduate School of Management with specialties in strategy, marketing and entrepreneurship. He graduated magna cum laude from the University of Arizona with a degree in Finance and was honored with the Wall Street Journal Student Achievement Award.
Brett’s media appearances include appearances on the PBS Nightly Business Report program, the Chicago Tribune, and the World Presidents’ Organization. Brett is also a three-time recipient of the Chicago Magazine 5 Star Wealth Manager Award. He is an active member of the CFA Institute and serves on an index advisory committee for Gresham Investment Management, a $16 billion commodity manager in New York. His philanthropic activities include serving as a founding Board Member of the Northwestern Center for Integrative Medicine and a member of the Major Gifts Committee of the Edward Hospital Foundation in Naperville.
Brett has a great interest in wellness-based health care and supporting entrepreneurs who are creating opportunities and improving lives in their communities. Brett and his wife Shannon, along with their two children, reside in Naperville, Illinois.
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