Brian Binkley, CFA

Brian Binkley, CFA

Assistant Portfolio Manager

Followers of Brian Binkley, CFA2000 followers
location of Brian Binkley, CFAGreater Philadelphia

Connect with Brian Binkley, CFA to Send Message

Connect

Connect with Brian Binkley, CFA to Send Message

Connect
  • Timeline

  • About me

    Outsourced Chief Investment Officer (OCIO) | Trusted Advisor

  • Education

    • The Wharton School

      -
      Securities Industry Institute (SII) Finance

      Executive Development Program for Financial Industry Professionals

    • The University of Connecticut

      -
      MBA Finance

      Awarded full scholarship

    • Siena College

      -
      Bachelor of Science - BS Economics
  • Experience

    • Citigroup Global Asset Management

      Jan 1995 - Jan 2000
      Assistant Portfolio Manager

      Served ultra-high net worth clients through development of asset allocation and equity research.

    • GE Capital

      Jan 2000 - Jan 2014

      GE 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 2014
      • Equity Manager

        Jan 2004 - Jan 2006
      • Senior Relationship Manager

        Jan 2000 - Jan 2004
    • Aon Hewitt Investment Consulting

      Sept 2014 - Apr 2017
      Senior Investment Consultant

      Advised 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 2024
      Senior Investment Consultant | OCIO

      Brian 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 - now
      Senior Principal | Senior Investment Consultant

      Brian 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
      Villanova UniversityAssociated with Brian Binkley, CFA
    • Mentor

      Issued by Inve$t in Her Future on Mar 2025
      Inve$t in Her FutureAssociated with Brian Binkley, CFA
    • Mentor

      Issued by American Corporate Partners (ACP) on Jan 2019
      American Corporate Partners (ACP)Associated with Brian Binkley, CFA
    • President

      Issued by CFA Society of Stamford on Jun 2009
      CFA Society of StamfordAssociated with Brian Binkley, CFA