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This is the personal blog of Jeffrey Brent Everett. The views expressed at, or through, this site are those of the individual author and not of his employer or of any institution or organization that the owner may or may not be associated with in a professional or personal capacity, unless explicitly stated.
Ideas and Opinions
About
Bio
As the Chief Investment Officer for Generational Wealth Advisors, Jeffrey Brent Everett spends the majority of his time developing solutions to apply the latest financial economic research to real-world portfolios. Applying this theoretical and empirical research to the portfolio design process increases the investor's chance of capturing higher expected rates of return. He is the chairman of the firm's Investment Committee and also serves as the firm's Chief Compliance Officer.
Prior to Generational Wealth Advisors, Brent’s background includes experience in strategic marketing, executive management and investor relations in the semiconductor and equipment manufacturing industries. In 1999, Brent founded Profisys, LLC, a fee-only Registered Investment Advisor. While serving as Managing Director of Profisys, he developed the investment philosophy that is the basis for the portfolio models currently used by Generational Wealth Advisors. He holds a degree in computing and information sciences from Oklahoma State University and completed all coursework for the CERTIFIED FINANCIAL PLANNER™ designation at NYU's Stern School of Business.
Brent is a member of the Investments and Wealth Institute (formerly known as IMCA). He also has been quoted in Financial Time's Financial Advisor IQ and Financial Planning. He has discussed small-cap stock investing on CNN and was a featured financial columnist for 14 community newspapers. Brent was the co-host of the Peaceful Wealth Radio Hour on CNN.
Education
- Bachelor of Science, Computing and Information Sciences, Oklahoma State University
- CERTIFIED FINANCIAL PLANNER™ coursework, New York University Stern School of Business
Community Involvement
- Investments and Wealth Institute (formerly known as IMCA)
- International Association for Quantitative Finance
- The Econometrics Society
- The Association of Pension Professionals and Actuaries Benefits Council
- The Estate Planning Council of North Texas
Mensa International - Past member of the Board of Directors, The Financial Planning Association – DFW Chapter
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