Institutional Clients, Midwest U.S.
1 year with Vontobel
Vontobel Asset Management Inc.
1540 Broadway, 38th Floor
New York, New York 10036
United States of America
+1 212 804 9426
Brian Engel joined the Vontobel Quality Growth Boutique in June 2019 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub advisory clients to create investment solutions. He is responsible for developing and servicing institutional clients.
Brian has 16 years of industry experience. Prior to joining, he was a Director for Institutional Business Development at BMO Global Asset Management in Chicago from 2014 to 2019, where he was responsible for expanding the distribution of multi-asset class solutions to institutional investors in the Midwest. Prior to that, Brian was a Senior Vice President in client management in the Direct Alternative Strategies division at Mesirow Financial in Chicago. From 2008-2010 he was a Vice President in Institutional Business Development and Consultant Relations at Advisory Research, Inc. He began his financial career at Nuveen Investments in Los Angeles as an Assistant Vice President and Vice President in the Institutional Services Group from 2003-2008.
He received a Bachelor of Science degree in Finance and Accounting with a minor in Sociology from Indiana University. In addition, Brian obtained a Chartered Alternative Investment Analyst (CAIA) designation and holds the following FINRA Licenses: Series 3, 7 and 63.