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Brian Vahey, CFA
Investment Professional and Leader in Capital Markets
Brian Vahey is a seasoned financial markets professional with a strong track record in the institutional investment sector, having excelled in various roles such as investment manager, trader, fiduciary, and testifying expert.
His expertise lies in formulating and executing investment strategies for a diverse range of institutions and vehicles, with a focus on responsible capital initiatives like SRI, ESG, sustainability, impact investing, and engagement.
Brian possesses extensive skill and knowledge in trading, financial analysis, research, monitoring, and portfolio management, encompassing securities, derivatives, real estate, structured finance vehicles, and esoteric investments within specific investment policy frameworks.
He is known for his adept leadership abilities, collaborating effectively with teams and clients to deliver tailored investment solutions.
Brian's professional journey includes roles such as Chief Executive Officer at Radium LLC, Director at Berkeley Research Group LLC, Advisor at Finnex Capital, and Chairman of the Joint Retirement Board in Fairfield, CT.
He has also held key positions at prestigious organizations like Mesirow Financial Consulting, King Street Capital Management, GE Capital, and the U.S. Navy, showcasing his diverse and extensive experience in the financial industry.
Brian Vahey's educational background includes a BS in Aerospace Engineering from the University of Notre Dame and a BS equivalent in Nuclear Engineering from the Naval Nuclear Power Training Command (NNPTC).