Managing Director, Global Public Market Strategies
Brian joined SWIB in 2016 as the managing director of the internal public equities division. Prior to his role at SWIB, he was the director of the Hawk Center for Applied Securities Analysis at the University of Wisconsin-Madison School of Business, where he taught applied portfolio management classes and oversaw the admissions and placement process for the Center’s MS and MBA programs. From 1996-2009, Brian was a principal and portfolio manager at Northern Capital Management, which offered actively managed investment strategies for institutional and private wealth clients. He previously served as an equity analyst and strategist for Bank of America. Brian is active in the Madison CFA Society and served as board president from 2017-2019. He holds a bachelor’s and master’s degrees in finance, investments & banking from the University of Wisconsin-Madison School of Business, and is a CFA charter holder. Brian is also a member of the Securities & Exchange Commission's Investor Advisory Committee.