Brian Rafferty

Brian Rafferty is a seasoned financial professional with extensive experience in portfolio management and client delivery. Currently serving as a Portfolio Accounting Manager at Edelman Financial Engines since August 2020, Rafferty previously held leadership roles at Challenger as Manager of Client Delivery and Consultant, as well as a Consulting position at CEB, now known as Gartner. Prior experience includes a significant tenure at Edelman Financial Services as a Portfolio Specialist and at Johnston McLamb as a Process Improvement Specialist. Brian Rafferty holds a Bachelor of Business Administration in Finance from James Madison University, obtained in 2008.