Brian Andrew, Chief Investment Officer

Meet Brian

Brian leads our Wealth business and is EVP Wealth and Chief Investment Officer for Johnson Financial Group. Brian is responsible for the strategy of our multi-disciplinary Wealth business including trust, investment advisory, retirement plan and investment services. Additionally, he leads the investment team who builds our global investment platform to create solutions for institutional and individual clients.

Professional Qualifications

Joined Johnson Financial Group in 2015 with more than 26 years of experience in the financial services industry
Experienced in managing portfolio assets for individuals and non-profit organizations including health care, senior living, foundation and university endowments
Has led research groups conducting money manager research and due diligence

Community Involvement

Serves on the Board of Directors for Special Olympics Wisconsin and as Chairman of the Board of the National Hemophilia Foundation
Adjunct professor for IE University's graduate finance program, teaching portfolio management
Served on the Advisory Board for both the University of Wisconsin - Milwaukee (UWM), College of Health Sciences, and Marquette University's Applied Investment Management program
Served as a director for a community development authority and school commission member for St. Charles School