Bret Feldman
Charles Schwab & Co.
Managing Director
Advisor Services
Bret Feldman recently relocated to the Colorado area, taking on a new position within Charles Schwab & Co. in Lone Tree. He currently is a Managing Director within Advisor Services’ Advisor Custody & Trading (ACT) department and is responsible for the Denver site RIA service teams as well as the Core service teams in Phoenix, Orlando, and Denver. Bret previously was a Senior Manager within the Schwab Organization in the Orlando, FL office where he was responsible for 93 Registered Independent Advisors (RIA) totaling $31 Billion in assets under management within the New England region.
Prior to relocating to Denver, Bret was part of the Schwab Community Ambassador network in Schwab’s Orlando office, which is an active group responsible for managing Schwab’s corporate budget around charitable giving efforts. He also was a key driver in their local volunteer efforts during Schwab Volunteer Week, which is a corporate-wide week long volunteer event that allows employees time off of work to give back to their local communities. In 2015, the Orlando office served 13 non-profit organizations across 28 different projects, for a total of over 2,325 hours invested in the community. Bret is excited to see these same kind of results translated to Douglas County.
Prior to Schwab, Bret was an intern analyst at KCM Asset Management, which was a privately owned and operated hedge fund in DeLand, FL. The portfolio maintained close to $100 Million in assets under management and Bret was responsible for trading execution, investment research and analytics, as well as P&L audit and review.
Bret holds a Bachelor degree in Finance from Stetson University in DeLand, Florida and an Executive MBA from the Warrington College of Business at the University of Florida. He also has FINRA licenses 7, 63, 65, 9, and 10 licenses as well as a Six Sigma Green Belt certification. In his free time Bret enjoys spending time with his wife Natasha and dog Barkley as well as watching his beloved Florida Gators play. He and his wife are expecting their first child in late February (it’s a girl!) and they are extremely excited to be parents.