Brian Collins CFA®
As Chief Investment Officer, Brian oversees the investment platform that serves advisors and clients. As chairman of the Investment Research Team, he is also responsible for the evaluation of investment strategies and products, as well as establishing policies and procedures.
Prior to joining, Brian was the Chief Investment Officer at Harbor Capital Advisors, where he led all investment activities and helped develop several new investment products. Brian is a native of the Chicago area and resides in the northern suburbs of the city with his wife and three children. In his spare time, he enjoys golf, paddle tennis and exercising his lazy golden retriever.
Education:
B.S., Business Administration, Georgetown University
MBA, Kellogg School of Management, Northwestern University
Designations/Licenses:
Chartered Financial Analyst®
Justin Fisk CFA®
Justin is a Senior Vice President of Investment Services at Sheridan Road. As a member of the investment team, he utilizes market and portfolio analysis to help make investment recommendations for advisors. Justin is a CFA® charterholder, and has over seven years of experience in the financial analysis.
Prior to joining Sheridan Road, Justin spent more than ten years in process improvement and general management roles across various industries, including management consulting, manufacturing, and healthcare.
Daren Alcantar CIMA®
Daren is Vice President of Investment Strategy and Analytics for GRP Financial. With over thirteen years of experience, Daren has gained a high level of expertise in Modern Portfolio Theory and both quantitative and qualitative investment research. Using a variety of technology platforms such as Morningstar Direct and Markov Processes International, Daren and team conduct indepth analysis and research on vehicles offered in qualified retirement plans.
Prior to joining GRP Financial in 2015, Daren spent six years as an analyst for an advisory group on the central coast of California. Prior to that, Daren served as a Special Programs Underwriter for Fidelity National Financial.
Jay Sanford
Jay is Washington Financial Group's Director of Investment Strategy, responsible for guiding the firm's investment strategies and client strategies. Jay leads a team of professionals dedicated to monitoring investments and ensuring a high level of proactive service for all clients. Jay's values and commitment to investment excellence further enhances WFG's efforts to identify the most appropriate vehicles to promote client's long-term goals.
Jay started his professional career in consumer lending in 1995. A year and a half later he moved over to financial services and has work as an advisor for the past twenty-two years. Jay has been a guest lecturer at area universities. He also currently sits on investment committee boards for non-profit organizations throughout the Washington D.C. area.
Tom Phan CFA®
Tom is an investment associate at MRP, where he performs modeling and analysis to research various investments. Tom uses his experience to provide MRP's retirement team with plan lineup reviews and fund manager recommendations. In doing this, Tom helps MRP's plan sponsor clients provide a mix of investment options to help them pursue their long-term goals.
After graduating from the University of Minnesota with a degree in finance and economics, Tom started his career in the financial services industry at Ameriprise Financial. Tom is a CFA® charterholder.
Cameron Cooke MBA
Cameron is the Chief Investment Officer for MRP. Cameron currently works with MRP's retirement team providing investment analysis, recommendations, and model portfolio asset allocation, as well as defined benefit plan asset allocation. He has also developed mean-variance asset allocation optimization and risk budgeting models for multi-asset portfolios
Cameron has been in the financial services industry for twenty-three years. Prior to joining MRP, he has been an analyst and portfolio manager, since 1994 starting at Wells Capital Management in San Francisco, Invesco Funds Group, Janco Partners and Kummer Financial in Denver.
