Brian Ilsley, CFA, CFP®

Experience

• 

  GlaxoSmithKline

  Mar 2014 - Dec 2014

  Customer Insights Analyst

  • Completed customer lifetime value analysis which validated approval of $17M project funding • Led research efforts to drive understanding of customer experience for applying credits to wholesalers & distributors, amounting to more than $1.2B annually• Built and maintained six data visualization dashboards that captured customer experiences with our internal eCommerce website• Performed data analysis to inform business decisions regarding budget requests for website migration project• Facilitated all orders and delivery of the entire GSK flu portfolio to customers across North America Show less

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  SEI

  Jun 2015 - Sept 2016

  Fund Accounting Analyst

  •Independently performed NAV calculations, profit & loss calculations, variance analysis, and trial balance & balance sheet preparation for several mutual and hedge fund clients•Completed cash, asset, portfolio and invested capital reconciliations as well as investigate and resolve discrepancies •Booked journal entries relating to daily cash activity, currency exchanges, swap settings, debt payments and fund level expenses •Generated income and expense allocations including asset based and performance based fees Show less

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  Hirtle, Callaghan & Co.

  Sept 2016 - now

  Hirtle Callaghan was founded in 1988 as America's First Outsourced Chief Investment Officer™ serving non-profits and philanthropic families. Our mission is to strengthen the institutions and families who positively impact our world. Serving as a dedicated independent investment office has been our sole focus for over 35 years. Our business is centered around making it personal. With each client in mind, we create customized investment programs that are diversified across global opportunities, including public and private markets. We hold ourselves accountable as if we are employees in our clients’ own internal investment office, knowing that their investment results will help create opportunities, solve difficult societal problems, educate generations of students and make our world a better place. For more information about Hirtle Callaghan, please visit www.hirtlecallaghan.com Show less

  • Vice President, Portfolio Manager

    Jan 2024 - now

  • Portfolio Manager

    Mar 2019 - Jan 2024

  • Senior Analyst, Portfolio Management

    Jan 2018 - Mar 2019

  • Analyst, Portfolio Management

    Sept 2016 - Jan 2018