Brian Kozeliski, CFA, CAIA, FRM, currently serves as a Senior Quantitative Investment Analyst at City National Rochdale since April 2022, where responsibilities include leading investment optimization strategies and conducting active research to align portfolios with client goals. Prior to this role, Brian was a Finance Executive at Kingswood Investment Consulting, focusing on enhancing asset management performance. A significant tenure at Victory Capital Management spanned from 1999 to 2019, where positions included Director of Risk Analysis and Director of Quantitative Analysis, during which Brian improved product performance through advanced risk analytics and quantitative model overhauls. Brian’s educational background includes an MBA in Finance (with distinction) from Thunderbird School of Global Management and a Bachelor of Arts in Mathematics and Spanish from Willamette University.
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