Chartered Financial Analyst®
BIOGRAPHY
Brian Fahey is a Senior Investment Strategist & Financial Advisor with Pure Financial Advisors. In his role he works directly with a select group of clients while serving on Pure’s investment committee. Prior to Pure, Brian was the Chief Investment Officer at Personal Investment Management, a boutique Registered Investment Advisory firm that joined Pure in 2025.
Brian started his career in finance in 2006 as a trader for a large broker dealer before changing roles to work directly with clients. He prides himself on making complex financial concepts understandable to everyone.
Brian has earned the Chartered Financial Analyst® designation. He has also earned his Masters in Economics from the University of Denver, his Bachelors in Economics and Business Administration from Western Colorado University. His research has been published in the Journal of Post Keynesian Economics. Brian is a Returned Peace Corps Volunteer and Eagle Scout.
Residing in Duvall, WA, with his wife and three children, Brian enjoys all the outdoors have to offer and coaching his kid’s various activities.
Brian's Latest Contributions
Bonds just finished a very challenging quarter. The Bloomberg US Aggregate Bond Index, the main benchmark for US fixed income, was down roughly 3.33% for the quarter, marking the lowest performing three months since the third quarter of 2022. The yield on the all-important 10-year US Treasury reached 5.29% at the end of September, its […]
The Bloomberg Aggregate Bond Index, the benchmark for US fixed income, has returned 0.11% year to date through August 13th. Zoom out and the picture is similar, with the Agg roughly flat to slightly negative over five years. For an asset class investors hold for stability, that has been a frustrating run, and the natural […]
Pure’s Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA®, shares practical strategies for building a portfolio designed to weather any market environment. Outline 0:00 – Introduction & Webinar Overview 03:25 – The Institutional Approach to Portfolio Building 06:41 – Historical Asset Class Returns 09:04 – Diversification Through Styles & Factors 11:47 – Fixed Income Fundamentals 17:07 – Q&A: Evaluating Accounts & Alternative Investments 25:33 – Managing Drawdowns & Volatility 30:44 – Alternative Investment Strategies 48:41 – Today’s Volatility, AI Bubble, & Closing Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®: Welcome to our Investing Smarter webinar, How to Build a Resilient Portfolio in Any Market, […]
