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

Bob DiMeo
Chairman and Co-Founder
SS
Stephen Spencer
Senior Investment Consultant
MG
Michael Goss
Co-Founder, President, Board Member, and Managing Partner
Sarah Hinman
Principal
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC