Brian Carlson, CFA
Managing Director
Brian jservices 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. He joined the firm in 2006.
Prior to joining the firm, 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.
Prior to joining the firm, 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
