Brett Minarik, CAIA

Senior Portfolio Advisor

As a Senior Portfolio Advisor, Brett is responsible for advising institutional investors on their alternative investment programs, including portfolio construction, risk management, and manager evaluation. He works with the firm’s North American-based clients on a daily basis to support their investment and due diligence processes, manager sourcing and selection, portfolio analysis and implementation, as well as governance management and reporting. Brett also plays an integral role in the development and deployment of MAX, Aksia’s proprietary client-facing research platform. Prior to joining Aksia in December 2010, Brett was the Client Service Manager for Carlsbad Wealth Advisory Group, a boutique wealth advisory firm servicing high net worth clients. In this role, he served as head of account services and client operations while supporting the investment advisors through the provision of risk tolerance and asset allocation analysis, portfolio performance reporting and presentation materials. Brett graduated from the George Argyros School of Business at Chapman University with a B.B.A., with emphases in Finance and International Business. Brett has earned the CAIA designation. In 2016, he was recognized as a Rising Star of Hedge Funds by Institutional Investor Magazine and as a Knowledge Brokers “New Guard” by Chief Investment Officer Magazine.

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