Brett Lawrence is Chief Investment Officer of Rancho Mission Viejo, a family-owned ranching, farming and real estate development company in South Orange County, Calif. He is responsible for managing all functions related to the portfolio of cash equivalent, financial, and real estate assets owned by Ranch Mission Viejo and affiliated persons and entities.
Prior to joining Rancho Mission Viejo in 2019, Brett was with WCM Investment Management, where he was a Client Portfolio Manager and non-voting participant in the Investment Strategy Groups for the global, fundamental growth equity strategies. His career started with Carpenter & Company, most recently as EVP and Chief Operating Officer, and as Principal for the Carpenter Community BancFund, a private equity fund focused on the banking industry.
Before beginning his investment career, Brett served six years on active duty as a Surface Warfare Officer in the United States Navy.
He earned his Bachelor of Science degree in Economics from the U.S. Naval Academy and his M.B.A. from the Stanford University Graduate School of Business.
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