Brett Waikart, CFA

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Brett Waikart, CFA

Brett Waikart is an entrepreneur working to close the access gap to financial education in America. As Executive Director at Portfolios with Purpose (PwP), Brett helped launch the PwP Academy, an online investment bootcamp taught by a digital faculty of world famous investors and industry experts. Since inception PwP has reached thousands of students and raised more than $2.5 million for charity through its annual stock picking contests.

Prior to leading PwP, Brett spent a decade working on Wall Street as a research analyst and trader. Brett is a CFA Charterholder and an MBA candidate at the University of California-Berkeley Haas School of Business.

December 2019


Emerging Manager Summit

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager's first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel.

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Alternative Investments, Business Management
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