Clifford (CJ) Brott is founding partner of Dallas-based investment advisory firm Capital Ideas, and is manager of the Covestor Macro Plus Income portfolio.
CJ grew up in the investment business – his father was a Merrill Lynch broker and CJ first got turned on to the market as young kid, watching his dad’s old ticker tape in the Merrill office. Along with his asset management business, CJ is an active lecturer at Southern Methodist University on financial planning and investing.
We recently had a chance to shoot this video about CJ in and around his Dallas office:
