Brandon Wilson, CFA
Director, Institutional Investment Solutions
B.A., Business Economics, Lewis and Clark College, 2001
E.A., Joint Board for the Enrollment of Actuaries
Licensed Registered Representative, FINRA Series 7, 63 (Russell Investments Implementation Services, LLC., member FINRA)
Brandon Wilson is a director of institutional investment solutions for Russell Investments in the Americas Institutional business based in Seattle, WA. Brandon assists clients with investment-related issues on defined benefit and defined contribution plans, along with a variety of endowments and foundations. He provides Russell Investments’ clients with strategic asset allocation advice, regular investment reviews and performance evaluations. He helps clients understand the current and emerging economic conditions and how they inform our current portfolio positioning. As a subject matter expert on liability driven investing, he develops and implements interest rate hedging programs and de-risking glide paths for his clients with defined benefit plans. In addition, Brandon provides education sessions to participants in clients’ defined contribution plans.
Prior to joining Russell Investments in 2010, Brandon worked in the retirement benefits practice at Mercer for over four years. There he consulted with clients on a variety of issues regarding employee benefits plans. Specific areas of expertise included funding and accounting for pension plans, retiree medical plans, and self funded long-term disability programs. He also provided interest rate risk analysis to defined benefit plan sponsors, reviewed regulatory and compliance issues and performed benefits administration for pension plans.
Brandon is a CFA Charterholder and an Enrolled Actuary under ERISA.
An investment strategy that is conducive to maintaining a fully funded status. See how three DB hedge ratio levers can help mitigate some of the plan’s risks.