Merrill Lynch Investment Managers Leadership

Brian serves as outsource Chief Investment Officer (oCIO) on multi-asset class portfolios for institutional clients. He has over 25 years of experience across a wide range of investments. Brian began his investment career at JP Morgan where he spent 11 years gaining expertise in research, derivative structuring, and risk management. In 1995 he moved to the buy-side, joining Putnam Investments as Chief Risk Officer, later adding the responsibilities of Treasurer. Over his 4 years at Putnam, Brian established one of the first firm-wide, buy-side risk management functions. As a result of Brian’s leading edge approach, Putnam was named Risk Magazine’s 1999 Asset Management Risk Manager of the Year. That same year, Brian joined Merrill Lynch Investment Managers (MLIM) as Global Chief Risk Officer, and was promoted to Chief Investment Officer of the Americas and to the Executive Committee in 2001. While responsible for the performance of $408 billion in customer funds managed by over 300 investors, Brian’s projects also included alternative asset strategy, structured products, the Quantitative investment team, and management of the Capital and Income Strategies portfolio. During his 7-yr tenure at MLIM, their mutual fund family rose from the bottom of Barron’s Annual investment performance ranking to among the top performers in 2006. From there, Brian rounded out his investment management experience as a Managing Director with international fund of hedge funds manager Gottex, before co-founding the Unique Property Fund which used his proprietary quantitative investment approach for distressed residential real estate. Prior to joining Goldman Sachs, Brian served as CIO of PGA leading the asset allocation, manager due diligence, and portfolio management of institutional client portfolios.Brian has a B.S. in Commerce from the University of Virginia and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a CFA® charterholder.