President and Chief Investment Officer
Brett founded WindRock Wealth Management to bring tailored investment solutions to investors seeking an edge in an increasingly uncertain world. Brett is a veteran and entrepreneur in the investment business. As a founding partner of Altair Advisers, a $3 billion investment firm, Brett served as the trusted investment advisor to clients with wealth ranging from $3 million to $1 billion. He served on the Investment Committee with a specialty in alternative investments opportunities and also oversaw the firm’s business strategy. Previous to that, Brett was a manager at Arthur Andersen, helping to build their Investment Advisory and Private Client Services practice. Brett is a Chartered Financial Analyst charterholder (CFA®) and has earned the Chartered Alternative Investment Analyst designation (CAIA®). Brett has an MBA from Northwestern University’s Kellogg Graduate School of Management with specialties in strategy, marketing and entrepreneurship. He graduated magna cum laude from the University of Arizona with a degree in Finance and was honored with the Wall Street Journal Student Achievement Award.
Brett’s media appearances include appearances on the PBS Nightly Business Report program, the Chicago Tribune, and the World Presidents’ Organization. Brett is also a seven-time recipient of the Chicago Magazine Five Star Wealth Manager Award. He is an active member of the CFA Institute and serves on an index advisory committee for Gresham Investment Management, a $16 billion commodity manager in New York. His philanthropic activities include serving as a founding Board Member of the Northwestern Center for Integrative Medicine and a member of the Major Gifts Committee of the Edward Hospital Foundation in Naperville.
Brett has a great interest in wellness-based health care and supporting entrepreneurs who are creating opportunities and improving lives in their communities. Brett and his wife Shannon, along with their two children, reside in Naperville, Illinois.
Combining a degree in economics from the University of Illinois with a specialty in the Austrian school of economics, Chris advises clients on their investment portfolios in today’s world of significant economic and financial intervention.
Chris has served as a trusted advisor to a diverse range of business owners, advising them on financial issues impacting their companies and their personal wealth. Throughout his career as a Director with the national financial services firm Stout Risius Ross, Chris advised business owners from a variety of industries on the risk and return profile of their equity interests. In addition, Chris advised high net worth individuals and families related to their financial, tax and estate planning. At his previous firm, Chris was also in charge of marketing Private Client Services on a nationwide basis.
Chris has been a frequent speaker before a number of organizations and conferences, including USA Watchdog, GoldMoney, Freedom Fest, and various bar associations and radio shows, including weekly financial and economic commentary on The Edge of Liberty (WNJC 1360, Philadelphia). His writings have appeared in a variety of publications and websites including The Ludwig von Mises Institute, Zero Hedge, Family Business, Casey Research, and Laissez Faire Books. He is a board member of the Economics Development Council with the University of Illinois, a Policy Advisor for The Heartland Institute’s Center on Finance, Insurance, and Real Estate, and a Chartered Financial Analyst charterholder (CFA®). Chris enjoys cycling, cooking, reading, writing, and spending time with his children. Chris resides in Elmhurst, Illinois.
Previously, Jaggi was founder and CEO of First Magnus Financial Corporation, which became the largest privately held mortgage bank in the United States. He was also a founder of Trinity Partners, Inc., a business process outsourcing company that was sold to WNS Ltd. (NYSE: WNS). Over the past 10 years, he has raised well over $100 million of outside capital for his private investment projects. Jaggi holds a Master of Commerce from the Sydenham College of Commerce and Economics in Mumbai, India, and an MBA from the University of Texas at Austin. Jaggi is an avid supporter of the University of Arizona and their Athletics Department. Jaggi and his wife Reema, along with their two children, reside in Tucson, Arizona.
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