Brent Burns is President and Founding Partner of Asset Dedication, LLC. Brent brings more than a decade of financial and investment expertise to his work in applying academic research to the development of practical and innovative portfolio strategies. Brents deep background in empirical finance formed the basis for Asset Dedications modeling and analysis. His work with Asset Dedication began more than a decade ago at the University of San Francisco, where he partnered with co-Founder Steve Huxley to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. Previously, Brent was a philanthropic advisor working with high net worth families and a financial advisor for Morgan Stanley in Orinda, California, targeting small business owners seeking fixed-income strategies. Prior to that, Brent ran an independent consulting business for small firms and managed the Family Office for his own family. He holds an MBA from the University of San Francisco.
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Independent and authoritative analysis and perspective for credit unions