J. Brent Everett | Founder, Chief Investment Officer and Partner
As the Chief Investment Officer for Talis, 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 Talis, 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 Talis Advisors.
Brent is a member of the Investment Management Consultants Association, Inc. (IMCA). He also has been quoted in Financial Time's Financial Advisor IQ and Financial Planning. He has discussed small cap stock investing on CNNfn and was a featured financial columnist for 14 community newspapers. Brent was the co-host of the Peaceful Wealth Radio Hour on CNN.
Brent lives in Plano with his wife, Kimberly, and their Labrador Retriever, Bella. He has served as a member of the Business and Professional Leadership Committee of the Plano Symphony Orchestra and currently serves as the treasurer for his home owners association. Brent enjoys reading, fly fishing, college sports, and Formula One racing.
Bachelor of Science, Computing and Information Sciences, Oklahoma State University
Top 100 Fee-Only Wealth Management Firms, CNBC
Five Star Wealth Manager, Texas Monthly
2015, 2014, 2013, 2012, 2011, 2010
Top Wealth Managers, D Magazine
2016, 2015, 2014, 2013, 2012
Premier Advisor, National Association of Board Certified Advisory Practices (NABCAP)
2014, 2013, 2012
Investment Management Consultants Association, Inc. (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
Past member of the Board of Directors, The Financial Planning Association – DFW Chapter