Brian Carlson, CFA

Managing Partner, Senior Consultant

Brian joined Fiducient Advisors in 2006. As a Partner and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Brian is a member of the firm’s Capital Markets Team and Discretionary Committee. Brian also co-leads our Defined Benefit/Cash Balance Business Council.

Prior to joining Fiducient Advisors, he was Vice President & Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Brian received a Bachelor of Science in Finance from Northern Illinois University and is a CFA® charterholder and member of the CFA Society Chicago. He is also a board member for the Special Olympics of Illinois. When not spending time with his lovely wife and two daughters, Brian enjoys golfing, tennis and exploring culinary savors through the barbecue and smoker.