Brett SpeerClient Services, Operations
Brett’s role at Ackerman Capital Management includes responsibility for client services and operations. He also supervises the firm’s separate account management and private partnership offerings and coordinates ACM’s regulatory compliance responsibilities.
Brett previously held FINRA (Financial Industry Regulatory Authority) licenses on the broker-dealer side of the industry. These included FINRA Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities Representative), Series 9/10 (General Securities Sales Supervisor), Series 24 (General Securities Principal), and Series 63 (Uniform Securities Agent State Law).
He spent 13 years at BNP Paribas, formerly Banc of America Securities, as the Operations Branch Manager for their Dallas office.
Brett holds a Bachelor of Science degree in Economics from the University of Texas at Arlington.