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Brian Ilsley Location
Denver, CO, US
Brian Ilsley Work
2024 -now Vice President, Portfolio Manager @
2019 -2024 Portfolio Manager @
2018 -2019 Senior Analyst, Portfolio Management @
2016 -2018 Analyst, Portfolio Management @
2015 -2016 Fund Accounting Analyst @
2014 -2014 Customer Insights Analyst @
Brian Ilsley Education
Drexel University
Bachelor of Science - BS (Accounting)
2011-2015
Brian Ilsley Skills
Financial Risk Management
Portfolio Management
Alternative Investments
Fixed-Income Investing
Tax-advantaged Investment Strategies
FactSet Research Management
Inheritance Tax Planning
Retirement Planning
Estate Planning
Asset Allocation
Bloomberg Terminal
Microsoft Office
Teamwork
Accounting
Public Speaking
Financial Analysis
Research
Leadership
Analytical Skills
Event Planning
Financial Reporting
Microsoft Word
Project Management
PowerPoint
Social Media
Microsoft Excel
Fund Accounting
Customer Service
Analysis
Windows
Outlook
Financial Accounting
Series 65
Brian Ilsley Summary
Brian Ilsley, based in Denver, CO, US, is currently a Vice President, Portfolio Manager at Hirtle, Callaghan & Co.. Brian Ilsley brings experience from previous roles at Hirtle, Callaghan & Co. and SEI. Brian Ilsley holds a 2011 - 2015 Bachelor of Science - BS in Accounting @ Drexel University. With a robust skill set that includes Financial Risk Management, Portfolio Management, Alternative Investments, Fixed-Income Investing, Tax-advantaged Investment Strategies and more. Brian Ilsley has 2 emails and 1 mobile phone numbers on RocketReach.
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