Senior Consultant, CFA
Brian services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Brian co-leads our Defined Benefit Business Council. Prior to joining the firm in 2017, Brian was an Investment Consultant at Willis Towers Watson. Brian earned a BA in Management and a BA in Communication & Media Studies from Goucher College. He received his Master of Business Administration (MBA) with concentrations in Investment and Corporate Finance from Duke University’s Fuqua School of Business. Brian is a CFA® charterholder and member of the CFA Society of Chicago. In his free time, Brian enjoys travel, skiing and cooking.