Brian Thorkelson has over 30 years of experience. He is currently responsible for leading investment strategies, due diligence processes and serves as chair of the investment committee. Brian also provides investment guidance and insights to help clients achieve their objectives.

Brian has held senior positions as a bond trader, equity analyst and mutual fund portfolio manager. His background includes navigating investment complexities that come with wealth transfer planning and trust account administration. Formerly, Brian was with Lurie Wealth Advisors, JP Morgan, and Thrivent.

Brian earned a BA in computer science, mathematics and philosophy from Gustavus Adolphus College. He is a member of the CFA Institute and holds FINRA series 7, 63 certifications.