Brian joined Ehlers as our Director of Investment Services in 2024, bringing our clients more than 20 years’ experience in developing fixed-income portfolio strategies, cash flow forecasting and investment policies for public funds investors. He previously worked for nearly a decade for a public-sector asset management firm, where he provided fixed-income investment services to municipalities, school districts and other public entities. Prior to that, he spent more than 10 years with two Minneapolis-based broker-dealer firms.

Brian lives in Shoreview with his wife and daughter. In his free time, he enjoys golfing, travel, spending time with friends and family, and weekend getaways to the cabin.

Focus Areas

Investments & Treasury Management

Portfolio Management
Strategy Development & Implementation
Cash Flow Analysis & Forecasting
Investment Policy Development
Trading Operations
Compliance Monitoring

Education

Bachelor’s Degree in Finance, University of Minnesota

Certifications

Series 7 License: General Securities Agent
Series 63 License: Uniform Securities Agent

Professional Affiliations

Minnesota Government Finance Officers Association
Minnesota Association of County Officers
Association of Minnesota Counties
Minnesota Association of School Business Officials
Minnesota Association of School Administrators
Minnesota School Boards Association