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Summary

Before he became established as a financial services professional, Brett Coltman completed a productive five-year tenure as the Vice President of Software Development at MicroVideo Learning Systems, Inc., a technology-based software training products publisher with significant clients, such as the U.S. government and several Fortune 500 companies. In 1998, Mr. Coltman co-founded an e-learning media start-up and performed the duties of Chief Financial Officer for four years. During Brett Coltman’s tenure at the company, the enterprise’s team worked with a number of high-profile clients, including Goldman Sachs and Prentice Hall Publishing.Brett Coltman entered the financial services industry in 2002 when he joined UBS, a wealth management, asset management, and investment banking firm with offices in upwards of 50 countries. Mr. Coltman serves as a Vice President for Investments, Portfolio Manager, and Wealth Advisor at his branch in Westport, Connecticut.Mr. Coltman was born in Portland, Oregon, and attended Wilson High School, where he played on the school’s soccer and track teams and acted as Editor-in-Chief of the student newspaper. After high school, Mr. Coltman enrolled at the University of Oregon in Eugene and graduated with a Bachelor of Arts in Journalism and Communication in 1993. That same year, he left the West Coast to pursue career opportunities in New York City.In his spare time, Brett Coltman coaches youth travel soccer teams based in Connecticut. He contributes to Habitat for Humanity, The Salvation Army, and Save the Children.

Work History

2002Present

Financial Advisor and Portfolio Manager

UBS

Education

19891993

Bachelor of Arts

University of Oregon