Brandon Wilson, Cfa, Ea
About Brandon Wilson, Cfa, Ea
Brandon Wilson is a Client CIO and Senior Client Executive at Russell Investments, where he has worked since 2010. He has extensive experience in pension plan management, including fixed income portfolio construction and risk evaluation.
Work at Russell Investments
Brandon Wilson has served as Client CIO and Senior Client Executive at Russell Investments since 2010. In this role, he focuses on aligning client investment strategies with their specific needs. His responsibilities include developing frameworks for required returns that help pension plan sponsors manage their portfolios effectively. Wilson's work emphasizes de-risking pension plans and creating savings strategies for defined contribution plan participants. He also engages in stochastic asset/liability modeling to evaluate pension plan risks.
Previous Experience at Mercer and Milliman
Prior to his current position, Brandon Wilson worked at Mercer as an Associate from 2005 to 2010. His earlier experience includes a role as an Actuarial Analyst at Milliman from 2001 to 2005. During his time at these firms, he gained significant expertise in benefit valuation and analysis of accounting results under both US and international standards.
Education and Expertise
Brandon Wilson earned a Bachelor of Arts degree in Business Economics from Lewis & Clark College, where he studied from 1998 to 2001. His educational background provides a foundation for his expertise in investment consulting, particularly in the areas of pension plan de-risking and savings strategies. He holds the CFA and EA designations, further enhancing his qualifications in financial analysis and investment management.
Achievements in Pension Plan Management
Brandon Wilson has constructed fixed income portfolios tailored for liability hedging within pension plans. He has developed a required return framework to assist pension plan sponsors in aligning their portfolio's expected return with their risk-taking needs. Additionally, he has implemented attribution analysis to assess tactical allocation positions for institutional investors, showcasing his analytical skills and strategic approach to investment management.
Future Goals in Investment Consulting
Brandon Wilson aims to expand his investment consulting experience to include asset manager review and evaluation for traditional pension plans, trusts, and endowments. This goal reflects his commitment to enhancing his expertise and providing comprehensive consulting services to clients in the investment sector.