Brian Binkley
Client Portfolio Manager | Outsourced Chief Investment Officer (OCIO) | Senior Portfolio Strategist | Senior Investment Consultant
- Role
- Executive Director - Senior Portfolio Strategist at UBS
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brian Binkley
Brian has served as the Outsourced Chief Investment Officer (OCIO) for sophisticated institutional clients for the last 10 years where he developed and implemented asset allocation, portfolio construction and investment manager selection decisions for his clients. His expertise is in asset allocation and portfolio construction with deep investment acumen across fixed income, equities and alternative asset classes. Brian has a proven track record of consistently exceeding his client’s investment objectives and has successfully developed long-term, trusted relationships with the C-suite, investment committees and boards. Brian also served as a Client Portfolio Manager for 10 years where he was responsible for articulating the investment process, positioning and market outlook to institutional clients, financial advisors, investment consultants and internal colleagues. He has been a frequent panelist at industry conferences throughout his career.
Experience
Executive Director - Senior Portfolio Strategist
Nov 2025 — Present · Philadelphia, PA, US
Responsible for providing custom asset allocation, portfolio construction, and investment manager selection to UHNW clients, family offices, and institutional clients throughout the Mid-Atlantic region.
Education
University of Connecticut
MBA, Finance
The Wharton School
Securities Industry Institute (SII), Finance
2022
Siena University
Bachelor of Science - BS, Economics
Skills
- Emerging Markets
- Product Marketing
- Sales Presentations
- Marketing Strategy
- Portfolio Management
- Competitive Analysis
- Client Relations Skills
- Investments
- Asset Allocation
- Mutual Funds
- Finance
- Fixed Income
- Alternative Investments
- Product Management
- Capital Markets
- Asset Managment
- Asset Management
- Customer Retention
- Marketing
- Investment Management
- Equities
- Investor Relations
- Developing Client Relationships
- Management
- Hedge Funds
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