Brian Kwan Cfa, Caia

Brian Kwan, CFA, CAIA has a diverse work experience in the finance industry. Brian began their career in 2005 with William O'Neil + Co., Inc. as a Research Analyst and later became a Research Consultant. In 2013, they joined Verus as a Consultant and worked their way up to become a Senior Consultant. Currently, they hold the position of Managing Director at Verus, where they continue to apply their expertise in investment consulting.

Brian Kwan, CFA, CAIA holds a Master of Business Administration (M.B.A.) degree from USC Marshall School of Business. Prior to that, they completed their Bachelor of Science (B.S.) degree in Finance at California State University, Long Beach. Additionally, they have obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association and the Chartered Financial Analyst (CFA) certification from the CFA Institute. The specific years of obtaining these certifications are not provided.