Brian K. Roberts
Principal, Senior Consultant

 

Professional designations

  • Certified Investment Management Analyst (CIMA)
  • Series 65 License

Current responsibility

Brian is a principal and senior consultant at Evaluation Associates. He joined the firm in 1989 and brings more than 20 years of investment and consulting experience to his work with clients. He currently manages client relationships that are diversified by type and size and include corporate retirement funds, foundations, faith-based organizations, and financial institutions. Brian also serves on Milliman's Retirement Plan Investment Committee.

 

Experience

Prior to assuming full-time consulting duties in 1994, Brian managed Evaluation Associates’ publishing division and was a senior analyst in the firm’s performance measurement group.
 

Affiliations

Member, Investment Management Consultants Association
 

Education

  • MBA, University of Bridgeport
  • BS, Providence College
 
Brian  K.  Roberts 

Phone: +1 203.855.2326

Fax: +1 203.855.2301