ABOUT VERUS

Brian Kwan

Leadership

Brian Kwan, CFA, CAIA

Brian Kwan, CFA, CAIA

Senior Consultant

Mr. Kwan joined Verus in 2013 and advises a broad range of institutional clients on a variety of issues around asset allocation, investment strategies, capital markets, macroeconomics, risk management, and governance. Clients include multi-employer trust funds, corporate sponsored defined benefit and defined contribution plans, and public pensions. He also provides research coverage on various investment strategies, sits on the 401(k) committee, and is a shareholder of the firm.

Previously, Mr. Kwan spent a number of years in various capacities in equity research with William O’Neil & Company in Los Angeles. Focuses included security selection, portfolio construction, and client relationship management. 

Mr. Kwan holds a master of business administration (MBA) degree from the University of Southern California – Marshall School of Business and a bachelor of science (BS) degree in finance from California State University, Long Beach. He is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investments Analyst (CAIA) charterholder,and sits on the CAIA So Cal Executive Board.