Bret has over 25 years of experience in investment banking and fixed income trading. During his career, he has served as an investment banker and advisor to a wide variety of healthcare institutions, public and private colleges and universities, cultural organizations and independent schools nationwide. His transaction and advisory experience encompasses tax-exempt and taxable financings, public offerings and private placements, derivative strategies, debt capacity analysis and credit assessment.
Prior to joining Melio & Company, Bret spent 16 years as a general partner of Edward Jones. Most recently he served as Partner, responsible for secondary municipal trading, and previously was head of both the corporate and public finance investment banking departments. Before Edward Jones, Bret was a partner in a middle-market M&A firm and was an investment banker at A.G. Edwards & Sons in the healthcare and higher education groups. Bret began his career in the mid-1980’s as the Assistant Director to the Missouri Health and Educational Facilities Authority.
Bret received his MBA from St. Louis University and his B.S.B.A. in Finance from the University of Missouri-Columbia.
Bret is based in St. Louis. He can be reached at 314.623.4430.