Brian C. P.

About Brian C. P.

Institutional Investment Strategist with 20 years of experience in investment research and client-facing roles, specializing in managing institutional assets and addressing complex investment needs across defined contribution, defined benefit plans, endowments, and foundations. Adept at partnering with investment committees to mitigate fiduciary risk by delivering tailored solutions in investment strategy, plan design, fee benchmarking, target date and stable value analysis, and lifetime income product due diligence. Experience in bringing private market vehicles into 401(k) programs through managed account programs and custom target date solutions. Proven track record of providing strategic insights and actionable recommendations that drive optimal outcomes for clients.Practice Areas- QDIA/ target date selection and glidepath analysis - Asset Allocation studies and modeling for defined benefit plans and endowments- Pension Risk Transfer/ LDI implementation/ hedging glidepath construction and IPS construction and management-Private Markets Research & Due Diligence: Private Equity, Private Credit, Real Assets, Co-Investments, Secondaries, Direct Lending, Structured Credit- Due diligence of semi liquid private equity and private credit vehicles including BDCs, evergreen and interval 40 act funds for use in defined contribution models and managed account solutions - Stable Value product due diligence. Wrap issuer/capacity, portfolio construction, contract level liquidation provisions-Managed account and model portfolio construction and implementation - Collective Investment Trust (CIT) due diligence and contract negotiation- traditional investment manager due diligence; qualitative and quantitative analysis-Plan Design consulting, benefit analysis, cost forecasting. eligibility and compensation modeling-Compliance Testing: NDT. 410(b) 401(a)(4), cross testing, 414(s) compensation testing-DOL/IRS correction program submission- Fee benchmarking/payment method analysis (revenue sharing, asset based, fee leveling, per capita, flat fee models)- Recordkeeper service analysis, fee vs. value, RFP project management- Financial Wellness program construction and evaluation. Employer workforce stress analytics- Total Rewards program analysis. Evaluating qualified plan role and structure in concert with existing benefit programs-M&A due diligence and transaction servicesNFP an Aon company 1901 Roxborough Suite 300Charlotte, NC 28211nfp.comfinra.orgsipc.org

Experience

1. Chief Investment Officer

   NFP, an Aon company

   Feb 2020 — Present

Education

• Mount St. Mary's University

  Bachelor's degree, Finance, General