Brian joined Fiducient Advisors in 2006. As a Partner and Senior Consultant, he services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Brian is a member of the firm’s Capital Markets Team and Discretionary Committee. Brian also co-leads our Defined Benefit/Cash Balance Business Council. Prior to joining Fiducient Advisors, he was Vice President & Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Brian received a Bachelor of Science in Finance from Northern I
Brian Carlson
Partner, Senior Consultant
Fiducient Advisors
United States, Illinois, Chicago
About Me
Profile Information
Partner, Senior Consultant
Fiducient Advisors
Investment Team
Investor
Consultant
Chicago
Illinois
United States
Jul 25, 2024
Work Experience
Fiducient Advisors
Partner, Senior Consultant May 2006 - Present
Email: bcarlson@fiducientadvisors.com
More profiles to browse
RM
Ryan Murphy
Senior Consultant
Joe Cortese
Principal, Partner & Senior Consultant
DF
Devon Francis
Partner, Senior Investment Consultant
Christine Jordan
Principal, Senior Investment Consultant, The Wealth Office™ and Manager of Consulting Analytics
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc