Brian Morandi, CFA

Brian Morandi, CFA, FRM has over 30 years of experience helping institutional and retail clients navigate complex investment decisions by focusing on opportunities that match their liquidity and risk profiles. He was a senior portfolio manager and ran $3 billion in fixed income portfolios for pension and defined contribution plans for over a decade. Most recently he served as a consultant to large institutional plans covering asset allocation and manager due diligence for traditional and alternative investments including private credit, investment grade credit and special situations. He received his MBA, with distinction, from New York University’s Stern School of Business.