Brett Malamet

Brett Malamet is the founder and leader of The Malamet Group. Since 2002, Brett has delivered customized wealth management advice with an unconditional commitment to each client. He has honed his ability to translate complex financial strategies into simple, understandable concepts that he explains to clients. Brett is fully aware that, for many clients, comprehending the intricacies of a plan is critical to their personal levels of comfort.

Within the team, Brett directs asset allocation, sector diversification, and security and fund selection. He takes a highly customized approach to addressing the investment needs of ultra-affluent clients, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals. Brett recognizes the importance of capital preservation and downside risk reduction for the effective stewardship and transfer of wealth. He is skilled in diverse markets across multiple asset classes, encompassing both domestic and international markets, as well as traditional alternative instruments. Brett draws upon Merrill economic forecasts and market projections as well as thought leadership from third-party sources to inform his market outlook, and stay abreast of evolving conditions. In addition to his investment responsibilities, Brett is the lead advisor for a select number of families.

Serving the complex wealth management needs for a limited number of high-net-worth and ultra-high-net-worth individuals, Brett strives to provide an unsurpassed measure of personal attention. As part of his holistic approach, Brett helps make sure that each consideration is consistent with a client’s overall wealth management strategy. Brett utilizes proprietary research made available to a select audience of financial advisory groups, building customized portfolios around the risk temperament and objectives of each client. Having come from Bank of America, his 360-degree perspective of his clientele’s needs enables him to orchestrate the vast resources and capabilities of the firm to benefit clients and their families on both sides of their balance sheets.

Brett earned his Bachelor's degree in finance from the University of Nevada Reno. He holds the Certified Portfolio Manager designation sponsored by the Academy of Certified Portfolio Managers at the Columbia University School of Finance. Brett is a qualified Senior Portfolio Manager, who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.

Brett is a San Francisco native and for over 30 years, he has lived in Northern Nevada. An avid golfer and skier, Brett spends the majority of his time working out of the North Lake Tahoe area.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.