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Edward Mcilveen

Principal - Director of Research and Chief Investment Officer - Vice President Investment Consulting

Francis LLC

United States, Wisconsin, Brookfield

About Me

Ed is the Firm’s CIO and serves as an Investment Consultant to institutional retirement plans. As CIO, Ed leads the Firm’s Investment Committee which develops strategic and tactical asset allocation as well as establishes the underwriting criteria for traditional and alternative investment strategies. He is also the main author of “Investor’s Outlook,” a quarterly publication of investment ideas developed in collaboration with the Firm’s other investment professionals. Ed assists plan sponsors and their committees by navigating matters such as plan design, investment manager selection, investment monitoring, and ERISA compliance. Ed graduated from Marquette University with a Mas

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Profile Information

Principal - Director of Research and Chief Investment Officer - Vice President Investment Consulting

Francis LLC

Investment Team

Investor

Consultant

Brookfield

Wisconsin

United States

Sep 12, 2024

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