Fiera Capital Corp
Brian is a member of the Fixed Income Investment Committee and Equity Index Strategy Committee. He is a Portfolio Manager and oversees corporate trading.
Prior to its acquisition by Fiera Capital, Brian was a Portfolio Manager and member of the Investment Committee at Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. At Samson, he managed tax efficient and taxable fixed income portfolios and helped develop new product offerings such as the Corporate Index Replication and Foundation Short Term strategies. Brian began at Samson as a Portfolio Analyst assisting the Portfolio Managers with account management and market research.
Prior to joining Samson in 2004, he worked for the Knights of Columbus investment department in New Haven, CT and was responsible for cash management, performance analysis and structured product collateral surveillance for the company’s insurance portfolios.
Brian received a BA in Government and International Studies from the University of Notre Dame in 2001. He is also a CFA charterholder.
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Fiera Capital Corp
Fiera Capital Corp is a Canada-based independent, full-service, multi-product investment company. It provides investment advisory and related services to institutional investors, private wealth clients and retail investors. It operates through investment management services segment in Canada and the United States. It offers institutional clients a range of traditional and alternative investment strategies through specialized and balanced mandates. Its diverse client base includes pension funds, endowments, foundations, religious and charitable organizations as well as large municipal and university funds. It offers management services and investment counselling, catering to the specific needs of private clients and high-net-worth individuals and their families, as well as endowments and foundations. It offers portfolio management solutions to help financial advisors achieve the goals of their clients. Its subsidiaries include Fiera Properties Limited and Fiera Infrastructure Inc.