
Brian Binkley, CFA
Assistant Portfolio Manager

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About me
Outsourced Chief Investment Officer (OCIO) | Trusted Advisor
Education

The Wharton School
-Securities Industry Institute (SII) FinanceExecutive Development Program for Financial Industry Professionals

The University of Connecticut
-MBA FinanceAwarded full scholarship

Siena College
-Bachelor of Science - BS Economics
Experience

Citigroup Global Asset Management
Jan 1995 - Jan 2000Assistant Portfolio ManagerServed ultra-high net worth clients through development of asset allocation and equity research.

GE Capital
Jan 2000 - Jan 2014GE Asset Management - Client portfolio manager for firm's emerging market equity, international equity, global equity and multi-manager products representing over $25B in AUM. GE Asset Management - Directed the external positioning of investment strategies and new product development that led to exceptional growth of AUM with clients and consultants. Led client development in asset-backed finance division and private equity division
Client Portfolio Manager - International Equity, Emerging Markets Equity, Global Equity
Jan 2006 - Jan 2014Equity Manager
Jan 2004 - Jan 2006Senior Relationship Manager
Jan 2000 - Jan 2004

Aon Hewitt Investment Consulting
Sept 2014 - Apr 2017Senior Investment ConsultantAdvised over $6B in AUM for large plan sponsors (pension, 401(k), 403(b), non-profit) on asset allocation, portfolio construction, investment manager selection and plan design, Led investment manager searches across all asset classes (equity, fixed income, private real estate, liquid alts). Presented performance results and outlook on the capital markets to investment committee. Co-led Managed Accounts research across Aon's national practice.

Vanguard
Apr 2017 - Mar 2024Senior Investment Consultant | OCIOBrian managed $4 billion in AUM for pension plans, endowments and foundations within Vanguard's Institutional Advisory division, a leading OCIO provider. He developed and implemented the asset allocation, portfolio framework and manager selection for the portfolios. He presented all performance results and market outlook to investment committees.

Mercer
Mar 2024 - nowSenior Principal | Senior Investment ConsultantBrian serves as the discretionary investment manager for institutional clients. He drives positive investment outcomes for his clients through asset allocation, portfolio construction and manager selection across public and private asset classes.
Licenses & Certifications

Chartered Financial Analyst (CFA)
CFA Institute
Series 7, Series 63
FINRA
Volunteer Experience
Guest Lecturer
Issued by Villanova University on Feb 2025
Associated with Brian Binkley, CFAMentor
Issued by Inve$t in Her Future on Mar 2025
Associated with Brian Binkley, CFAMentor
Issued by American Corporate Partners (ACP) on Jan 2019
Associated with Brian Binkley, CFAPresident
Issued by CFA Society of Stamford on Jun 2009
Associated with Brian Binkley, CFA
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