About
I founded Rare Wolf to fuse a scientific investment approach with the kind of personal dedication I felt was missing in the industry.
With over 20 years of experience and a background in both finance and philosophy, I approach the markets with skepticism and rigor. As a CFA Charterholder, I rely on fundamental analysis and stress-tested modeling to build evidence-based strategies, rather than following trends.
I view the trust of my clients—exceptional individuals and families—as a privilege. My goal is to build a lasting partnership with you, starting with a deep understanding of your life goals and delivering the clear communication and consistent results required to protect your legacy.
Justin Rolfe, CFA - Founder, Portfolio Manager
Brittney brings a unique blend of trust and fiduciary expertise and relationship-focused insight to her role, she previously served as a Trust and Fiduciary Specialist at a large private bank, where she supported high-net-worth individuals and special needs trust clients in preserving their wealth and legacy.
With a background spanning both brokerage and independent investment firms, Brittney offers a broad perspective on client service and financial strategy. Her early foundation and degree in marketing, combined with years of experience in wealth management, enables her to execute complex financial concepts with clarity and give personalized service helping clients feel confident and cared for in their financial journey.