Bret Valerio

Head of Investments @ MassMutual Private Wealth & Trust

Role
Head of Investments at Massmutual Private Wealth & Trust, Fsb
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bret Valerio

A self-driven, energetic, creative thinker with a strong curiosity about economics, the financial markets, and the interactions of the relevant variables therein. Persuasively promotes ideas and proposals, challenges the status quo, works through conflicts, encourages teamwork, and demonstrates a strong commitment to delivering superior investment performance and carefully managing risk.

Experience

  1. Head of Investments

    Massmutual Private Wealth & Trust, Fsb

    Apr 2025 — Present · Boston, MA, US

Education

  • New York University

    Advanced Risk and Portfolio Management

    2011 — 2011

  • Harvard University

    Economics & Mathematics

  • Coursera

    Various

    2013

  • Cornell University

    Bachelor's Degree, Labor and Industrial Relations

  • Yale School of Management

    Multi-Assets Products and Solutions Seminar

    2015 — 2015

Skills

  • Quantitative Research
  • Derivatives
  • Real Estate Economics
  • Fixed Income Analysis
  • Econometrics
  • Financial Risk
  • Bloomberg
  • Portfolio Management
  • Equities
  • Factset
  • Asset Allocation
  • Risk Management
  • Monte Carlo Simulation
  • Hedge Funds
  • Vba
  • Matlab
  • Alternative Investments
  • Private Equity
  • Investments

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Bret Valerio — Head of Investments at Massmutual Private Wealth & Trust, Fsb in Boston, MA, US | Unifers