Brian C. Dutzar, CAIA, CIMA® - Executive Director at Agility: Brian leads business development efforts for distribution relationships via the Agility Outsourced Chief Investment Officer platform. Prior to re-joining Agility, Brian was Managing Director–US Wealth at Man Group, where he led the sales and client service efforts for Man Investments’ suite of offerings. Before Man Group, Brian was a Director for the Agility team of Perella Weinberg Partners and was responsible for sales and client service of Alternative Investment funds offered via intermediary and sub-advisory relationships. Brian previously spent 13 years with Wells Fargo developing and implementing new business strategies in the areas of Wealth Management, Investment Consulting and Asset Management. Brian earned a BS in Finance from the University of Florida and holds FINRA Series 7, 3 & 63 licenses. He holds both the Chartered Alternative Investment Analyst (CAIA) designation as well as the Certified Investment Management Analyst® certification, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania.
Brian Dutzar, CAIA, Chapter Executive
Executive Director, Agility