Brent Leadbetter is a product specialist for RAFI™ Fundamental Index™ strategies. In this role, he helps institutional and retail investors understand the RAFI methodology and the potential role of smart beta strategies in their overall investment programs. Prior to joining Research Affiliates, Brent worked as a private client manager at AllianceBernstein. He also has served as an institutional sales associate at A.G. Edwards and a retirement specialist at Merrill Lynch.
Brent earned a BA in history from the University of Michigan and an MBA from the Anderson School of Management at UCLA. He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.