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Brian Brill, CFA

Brian Brill, CFA
Brian Brill, CFA
Vice President & Senior Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Brian is a Vice President and Senior Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.

Brian is the bank’s primary fixed-income …

About Brian

Brian is a Vice President and Senior Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.

Brian is the bank’s primary fixed-income strategist and oversees the strategy, implementation and trading of all fixed-income securities for both private and institutional capital. Brian also holds a Chartered Financial Analyst® designation.

He has more than 30 years of portfolio management and institutional investment experience. Brian’s significant expertise in fixed income is a key to our clients’ financial success, as he positions them to both safe and well positioned portfolios.

Advisory Expertise

  • Portfolio Management

Professional Affiliations

  • CFA Institute
  • Chartered Financial Analyst Society of Spokane – Board Member
  • Washington Trust Bank – Trust Investment Committee Member
  • Spokane Employees' Retirement System – Board Member

Credentials

  • Chartered Financial Analyst®

Education

  • BA, University of South Florida