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. He holds a degree in science, computing and information sciences from Oklahoma State University; currently holds a FINRA series 7, and completed all coursework for the CERTIFIED FINANCIAL PLANNER™ designation at NYU's Stern School of Business.
Brent is a member of the Investments and Wealth Institute (formerly known as 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 homeowners association. Brent enjoys reading, fly fishing, college sports, and Formula One racing.
Bachelor of Science, Computing and Information Sciences, Oklahoma State University
CERTIFIED FINANCIAL PLANNER™ coursework, New York University Stern School of Business
Top 100 Fee-Only Wealth Management Firms, CNBC
Five Star Wealth Manager, Texas Monthly
2018, 2017, 2015, 2014, 2013, 2012, 2011, 2010
Top Wealth Managers, D Magazine
2017, 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
Get to know Brent
What do you do when you’re not working? When am I not working? I love to read.
What was the most challenging thing you’ve done? Data Structures and Combinatorial Mathematics. Getting back on a motorcycle and taking racing lessons after having a bad crash.
Who is your inspiration? Jesus Christ, Winston Churchill, and Adam Smith.
Where would you like to visit? I still haven’t been to Africa, so that’s at the top of my list.
Who is the most interesting person you’ve met? Gene Kranz (NASA Apollo Flight Director) – maybe a tie with Paul Newman
Do you have any interesting relatives? Sergeant Alvin York, who single-handedly killed 25 and captured 132 enemy soldiers in WWI. There is a movie about him starring Gary Cooper.
Do you speak languages other than English? FORTRAN, PL/1, COBOL, IBM 360 Assembly Language, some SQL and HTML
Which causes do you support? I'm passionate about caring for animals. I'm an ASPCA Guardian, and I believe that animals are entitled to kind and respectful treatment that must be protected.
Which sports teams do you follow? Oklahoma State University – America's brightest orange!
What is your favorite quote? “The only thing necessary for the triumph of evil is for good men to do nothing.”
How did you end up working in finance? I started helping friends and relatives with their investment portfolios and that grew large enough that I decided to found a fee-only Registered Investment Advisor firm – one of the early adopters of what is now the fastest growing business model in the industry.
What do you love about what you do? I love the quantitative aspect and doing research. To quote one of my good friends “I’m just a guy who can do math”.