Brett Van, Cfa, Llif
About Brett Van, Cfa, Llif
Brett Van is the Chief Investment Officer at Modern Woodmen of America, where he has worked since 2016. He has extensive experience in investment management and holds both CFA and LLIF designations.
Work at Modern Woodmen of America
Brett Van has held multiple roles at Modern Woodmen of America since 2004. He currently serves as Chief Investment Officer, a position he has held since 2016. In addition, he has been the Treasurer and Investment Manager since 2015. Prior to these roles, he worked as a Portfolio Manager for Public Bonds from 2004 to 2011 and has been the Manager of Fixed Income since 2011. His extensive experience at Modern Woodmen of America spans nearly two decades, contributing to the organization's investment strategies and financial management.
Education and Expertise
Brett Van holds a Master of Business Administration (MBA) from the University of Iowa, where he studied Finance from 2001 to 2004. He also earned a Bachelor's degree in Finance from Hawaii Pacific University, completing his studies from 1989 to 1993. In addition to his academic qualifications, he holds the Chartered Financial Analyst (CFA) designation and the Life License Qualification Program (LLIF) designation, which further enhances his expertise in investment management and financial planning.
Background
Brett Van resides in Coal Valley, Illinois. His professional journey in finance began with his education in Finance, leading to various roles in investment management. His long tenure at Modern Woodmen of America reflects his commitment to the organization and the financial services industry. His background combines both academic achievements and practical experience in managing investments.
Achievements
Throughout his career at Modern Woodmen of America, Brett Van has progressed through various positions, demonstrating his expertise in investment management. His roles have included significant responsibilities in managing fixed income portfolios and public bonds. His designations as CFA and LLIF signify his commitment to professional development and adherence to industry standards.