Brian Klos, CFA, CAIA, serves as a Senior Portfolio Analyst at Stifel Financial Corp. since September 2017, where responsibilities include constructing customized portfolios for high net worth and institutional clients, issuing firm outlooks on alternative investments, and conducting quarterly due diligence meetings. Previously, Brian held the position of Senior Research Analyst at Conway Investment Research, LLC, focusing on hedge fund manager analysis and investment due diligence. Additionally, Brian has extensive experience at Stifel Financial Corp. as a Senior Alternative Investment Analyst, where a comprehensive due diligence process for alternative investments was developed and financial advisors were educated on investment strategies. Early career roles include serving as a Technician in Consulting Services and as a Financial Consultant at AXA Advisors. Academic credentials include a Master of Science in Finance & Economics from Saint Louis University, a Master’s degree in Accounting from the University of Missouri-Saint Louis, and a Bachelor's degree in Finance from Marquette University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices