Brian Carr is a Chartered Financial Analyst (CFA) with over 20 years of experience in investment manager research. Brian has a strong track record of identifying investment opportunities and making investment recommendations. Brian and Member’s Wealth Founder, Dane Czaplicki were analysts and Co-Portfolio Managers together earlier in their career, having started and successfully managed a multi-manager limited partnership for high-net-worth individuals and families.

In his previous roles, Brian was responsible for analyzing and conducting investment manager due diligence on alternative and traditional investment strategies. He’s provided oversight of recommendations of U.S., international and alternative strategies. Brian applies qualitative and quantitative analysis to identify successful investment firms and products for inclusion in client portfolios.

He worked closely with other members of the investment team to identify investment opportunities and make investment recommendations to investment committees, to Investment Advisors, and to clients. He also has experience managing intergenerational trust assets on behalf of families.

Brian is a CFA charter holder, which is a professional designation awarded to investment professionals who have met rigorous education, experience, and examination requirements. The CFA designation is recognized as the gold standard in the investment industry.

Brian is a highly motivated and experienced individual. He is a valuable asset to the Members Wealth team and we are excited to have him on board.