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Brian Albers, CFA, has a diverse work experience spanning multiple roles and companies. Brian is currently the Director of Financial Planning at Van Metre Companies, where they have been since March 2022. Prior to this role, they served as a Senior Financial Analyst at the same company from January 2019 to March 2022.

Before joining Van Metre, Brian worked at ICMA-RC, starting in July 2018 as an Investment Risk Manager. In this position, they were a member of the Fair Value Pricing Committee, evaluating and researching positions to suggest fair market prices and ensure accurate daily NAV determination. Brian also monitored derivatives and reviewed contract guidelines.

Brian's professional journey also includes a role at AJO, where they were a Quantitative Systems Development Associate from August 2012 to February 2018. During their time at AJO, they managed and created programs for data verification and loading, developed a custom task scheduler, and maintained a Factor Engine program for calculating expected returns.

Prior to AJO, Brian worked at TTC, LLC as a Senior Data Analyst from June 2008 to August 2012. In this role, they provided data analysis and reporting for clinical trial budgeting and developed cost per visit planning models using data from investigator grants.

Overall, Brian Albers, CFA, has a strong background in financial planning, analysis, and data management, with experience in diverse industries.

Brian Albers, CFA holds an Executive Master of Business Administration (MBA) degree from Georgetown University McDonough School of Business, which they obtained from 2017 to 2019. Prior to that, they earned a Bachelor of Science (B.S.) degree in Economics from Oregon State University, from 2004 to 2007. In 2016, Brian obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. Brian also attended Humboldt State University in 2003, although the details of their degree or field of study are not provided.