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Brett Newell

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Brett Newell

Investment Analyst

    

LinkedIn

Brett Newell graduated from Kansas State University’s School of Business in 2016 where he obtained a Bachelor of Science degree in Finance and a Certificate in Integrated Investment Management. Prior to joining Prime Capital Investment Advisors (PCIA), Brett worked for Vanguard Marketing Corporation in their Personal Investor division where he obtained his Series 7 and 63 licenses.

Brett’s current role consists of directly assisting the Chief Investment Officer and Portfolio Manager in running quantitative and qualitative analysis on current and potential investments, preparing monthly materials for the Investment Advisory Committee, and assisting advisors with specific requests.

Brett is a June 2020 Level 2 Candidate in the CFA® Program.

 

Articles by Brett Return to Team Page

Brett Newell

Brett Newell

Investment Analyst

    

LinkedIn

Brett Newell graduated from Kansas State University’s School of Business in 2016 where he obtained a Bachelor of Science degree in Finance and a Certificate in Integrated Investment Management. Prior to joining Prime Capital Investment Advisors (PCIA), Brett worked for Vanguard Marketing Corporation in their Personal Investor division where he obtained his Series 7 and 63 licenses.

Brett’s current role consists of directly assisting the Chief Investment Officer and Portfolio Manager in running quantitative and qualitative analysis on current and potential investments, preparing monthly materials for the Investment Advisory Committee, and assisting advisors with specific requests.

Brett is a June 2020 Level 2 Candidate in the CFA® Program.

 

Articles by Brett Return to Team Page

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