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Brett Lloyd Winnefeld

Vice President & Senior Equity Analyst at Howe & Rusling, Inc.
Overview
Relationships
Paths
Education
Career History

Brett Lloyd Winnefeld

Vice President & Senior Equity Analyst at Howe & Rusling, Inc.

Overview

Number of Relationships
This person is connected to 109 people.

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Chairman, President & Chief Compliance Officer at Howe & Rusling, Inc.

Former Senior Managing Director & Chief Investment Officer at Third Security LLC

Vice President, Director of Fixed Income Research at Howe & Rusling, Inc.

Vice President, Director of Client Services at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Client Services Administrator at Howe & Rusling, Inc.

Vice President, Strategy at Howe & Rusling, Inc.

Former Vice President, Director of Operations at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.
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Educational Background

 
Kent State University (KSU) is a large, primarily residential, public research university in Kent, Ohio, United States.The university also includes seven regional campuses in Northeast Ohio and additional facilities in the region and internationally. Regional campuses are located in Ashtabula, Burton, East Liverpool, Jackson Township, New Philadelphia, Salem, and Warren, Ohio, with additional facilities in Cleveland, Independence, and Twinsburg, Ohio, New York City, and Florence, Italy. The university was established in 1910 as a teacher-training school.
 
The Ohio State University, commonly referred to as Ohio State or OSU, is a public research university in Columbus, Ohio. Founded in 1870, as a land-grant university and ninth university in Ohio with the Morrill Act of 1862, the university was originally known as the Ohio Agricultural and Mechanical College.

Career History

Vice President & Senior Equity Analyst
2006 - Current
Howe & Rusling mainly offers large-cap equity and intermediate fixed income investment management strategies. The firm researches security selection, and tactical asset class and sector allocations. They assist clients with some financial planning and on occasion use outside asset managers and ETFs, but their primary focus is on security selection.Howe & Rusling has three main equity strategies: Core Equity, Equity Income and Concentrated Equity. Their Core Equity portfolio is a diversified portfolio of approximately 30 large-cap equities. The firm's Equity Income portfolio is a portfolio of approximately 30 higher dividend equities, intended for clients looking to increase their portfolio income, or reduce their portfolio volatility. Howe & Rusling's Concentrated Equity portfolio is a non-diversified portfolio holding 6 to 8 of their core equity positions, intended for smaller and more aggressive investors.Howe & Rusling's fixed income analysts use a combination of macroeconomic analysis & forecasting, proprietary modeling, sector-specific research, and financial reporting analysis. All securities are considered based on their yield to maturity, risk/reward profile, their liquidity, their optionality, and how they fit into each portfolio. The firm's primary fixed income expertise is in the Treasury, Agency, Investment Grade Corporate, Municipal, and Agency Mortgage Backed sectors.
Analyst
2004 - 2006
Third Security focuses primarily on emerging through late-stage investments in the life-sciences and information technology sectors
Portfolio Manager
2002 - 2002
Investment Counselors of Maryland (ICM) offers clients value investment solutions across the market-cap spectrum. In doing so, the firm utilizes two distinct investment processes. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced. These two strategies include: Small Cap, SMID Cap & Mid-Cap Value and Large Cap Value.In selecting investments for their Small Cap, SMID Cap & Mid-Cap Value strategies, ICM seeks to invest in companies that they estimate to be undervalued that also possess leading market share positions, shareholder-oriented management teams, and strong balance sheets and cash flow ratios. Usually, the shares of the companies they buy are selling at a price-to-earnings ratio below the average price-to-earnings ratio of the stocks in the broad capitalization-specific indices (i.e. Russell 2000 , Russell 2500 and Russell Midcap). The companies usually have higher return-on-equity and return-on-capital than the average company in those same indices. Using screening parameters such as price-to-earnings, relative return-on-equity and other financial ratios, ICM screens the universe of investments to identify potentially undervalued securities. They further narrow the list of potential investments through traditional fundamental security analysis. For their Large Cap Value strategy, ICM seeks to identify companies that are well-capitalized with sustainable competitive advantages and strong management teams. Using various screening parameters, they seek to identify potentially undervalued securities. ICM further narrows the list of potential investments through traditional fundamental security analysis. Investment are chosen once ICM is convinced the securities are undervalued and after they have attempted to discover a positive inflection point in the company’s business momentum. ICM's primary focus is to confirm the competitive position of the company and that it is sufficiently undervalued based on historical valuation parameters, given their projected estimates for earnings and free-cash-flow.
Vice President
2000 - 2000
CMG Financial Services, Inc. is an American private company located in San Ramon, CA, with domestic subsidiaries, that provides lending and investment services.

Other Affiliations

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