Brian Kwan


Brian Kwan, CFA, CAIA

Brian Kwan, CFA, CAIA

Senior Consultant

Mr. Kwan joined the firm in 2013 and advises a broad range of institutional clients on a variety of issues including asset allocation, risk management, capital markets, implementation, performance analysis, investment policy development, manager selection, and the macroeconomic environment.

Previously, Mr. Kwan provided investment research and portfolio advisory services to active portfolio managers as a Consultant with William O’Neil and Company, where he began his career as a Research Analyst.

He 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. Mr. Kwan is a CFA charterholder (Chartered Financial Analyst) and is a member of the CFA Society of Los Angeles. He is also a CAIA charterholder (Chartered Alternative Investments Analyst).