J. Brent Everett

Founder, Chief Investment Officer and Partner


profile

As the Chief Investment Officer, Brent’s primary responsibilities include developing the firm’s investment philosophy and overseeing the prudent stewardship of the firm’s assets under management. Brent also chairs the firm’s Investment Committee and oversees portfolio construction and manager due diligence efforts.  In addition, he serves as the firm's Chief Compliance Officer.

Prior to Generational Wealth Advisors, Brent’s background includes experience in strategic marketing, executive management, and investor relations in the semiconductor and equipment manufacturing industries. He was an owner and member of the board of directors for CSCI, a successful manufacturer of air-cooled heat exchangers for the natural gas industry and was instrumental in the management buyout of the company.  In 1999, recognizing the inherent conflicts of interest in the commission-based sales model that dominated the industry, Brent founded a fee-only Registered Investment Advisor. He then developed an investment philosophy based on academic research that has endured and been embraced by many practitioners. 

Brent holds a degree in Computing and Information Sciences from Oklahoma State University and completed all coursework for the CERTIFIED FINANCIAL PLANNER™ designation at NYU's Stern School of Business.  He is frequently interviewed by the news media and financial press on a variety of economic and market-related matters.

Brent lives in Plano with his wife, Kimberly. He has served as a member of the Business and Professional Leadership Committee of the Plano Symphony Orchestra and as the treasurer for his homeowner’s association. Brent enjoys reading, fly fishing, college sports, and Formula One racing.

Education
Bachelor of Science, Computing and Information Sciences - Oklahoma State University
CERTIFIED FINANCIAL PLANNER™ coursework, New York University Stern School of Business

Community Involvement
Investments and Wealth Institute (formerly known as IMCA)
International Association for Quantitative Finance
The Econometrics Society
The Association of Pension Professionals and Actuaries Benefits Council
The Estate Planning Council of North Texas
Mensa International
Past member of the Board of Directors, The Financial Planning Association – DFW Chapter

We are leaders in M&A Over 50 awards and counting

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022
LSEG
Inc 500 award

4-time winner of Investment Banking Firm of the Year

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022

4-time winner of Investment Banking Firm of the Year

LSEG
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards