Professional Summary
Professional Overview
Brian Jorgenson is a seasoned finance professional with extensive experience in investment management, portfolio strategy, and treasury operations. As the Chief Investment Officer at Capital Eleven, he is responsible for leading the firm's investment strategy, asset allocation, and portfolio management initiatives. With a strong background in investment analysis, risk management, and financial modeling, Brian leverages his expertise to drive exceptional investment outcomes for the firm's clients.
Experience Summary
Current Role
As the Chief Investment Officer at Capital Eleven, Brian is responsible for overseeing the firm's investment portfolio and strategy. He leads a team of investment professionals in developing and implementing tailored investment solutions that align with clients' financial goals and risk tolerance. Brian's key responsibilities include:
- Formulating and executing the firm's overall investment strategy
- Conducting extensive research and analysis to identify attractive investment opportunities
- Optimizing asset allocation and portfolio construction to manage risk and enhance returns
- Providing strategic guidance and investment recommendations to the firm's clients
- Collaborating with the executive team to shape the firm's long-term growth and development
Under Brian's leadership, Capital Eleven has achieved significant growth in assets under management and delivered superior investment performance for its clients.
Career Progression
Prior to joining Capital Eleven, Brian held various leadership roles in the finance and investment management industry. As the Principal at BLHD LLC, he provided strategic advisory services to clients, with a focus on portfolio management, treasury operations, and financial planning. Earlier in his career, Brian served as a Board Member at GLI (Graphic Label), where he contributed to the company's strategic direction and governance.
As the Managing Director at OneAccord, Brian spearheaded the firm's investment advisory practice, advising clients on asset allocation, portfolio construction, and wealth management strategies. During his tenure at Microsoft, he held the role of Senior Manager in the Treasury department, overseeing cash management, foreign exchange, and investment operations.
Brian's diverse background also includes positions as a Portfolio Manager at Parametric Portfolio Associates (Eaton Vance) and various roles at Washington Mutual, where he gained valuable experience in investment analysis, portfolio management, and treasury operations.
Academic Background
Brian holds a Bachelor of Science in Finance from the University of Idaho, where he graduated with distinction. He is a CFA charterholder and a member of the CFA Institute, demonstrating his commitment to upholding the highest standards of professional and ethical conduct in the investment management industry.
Areas of Expertise
- Investment strategy and portfolio management
- Asset allocation and portfolio construction
- Financial modeling and investment analysis
- Risk management and performance optimization
- Treasury operations and cash management
- Strategic advisory and client relationship management
Professional Impact
Throughout his career, Brian has made significant contributions to the investment management industry. He has been recognized for his ability to develop and implement innovative investment strategies that have delivered consistent, risk-adjusted returns for his clients. Brian's thought leadership and industry insights have been featured in various publications, and he is a sought-after speaker at industry conferences and events.
Conclusion
With a proven track record of success in the investment management industry, Brian Jorgenson is poised to continue driving exceptional results for Capital Eleven and its clients. His deep technical expertise, strategic vision, and collaborative leadership style make him a valuable asset in the ever-evolving world of finance and investment management.
