Brian Andrew Christensen
Chief Investment Officer at David Vaughan Investments LLC
Profile
Mr. Brian A.
Christensen, CFA MBA, is a Senior Vice President, Chief Investment Officer & Partner at David Vaughan Investments LLC.
He is a principal at DVI and is a member of the Management Committee that oversees the daily operations of the firm.
He leads the Investment Committee responsible for investment strategy, equity research and portfolio management.
Since 1998, he has been directly responsible for DVI's Florida division.
Prior to joining the firm, Mr. Christensen worked for Caterpillar Inc., where he managed short-term foreign currency exposure and then moved to a position of overseeing management of Caterpillar's pension assets.
He also worked for Caterpillar Investment Management Ltd., where he helped create the Preferred Group family of mutual funds and also managed a small-cap equity and U.S.
government securities portfolio.
Mr. Christensen holds a Bachelor of Science in Business from Eastern Illinois University and Masters in Business Administration from Illinois State University.
He also holds the Chartered Financial Analyst Designation.
Brian Andrew Christensen active positions
| Companies | Position | Start |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Chief Investment Officer | 01/09/1993 |
Former positions of Brian Andrew Christensen
| Companies | Position | End |
|---|---|---|
| CATERPILLAR INC. | Corporate Officer/Principal | - |
Caterpillar Investment Management Ltd.
 Caterpillar Investment Management Ltd. Investment ManagersFinance Based in Peoria, Illinois, Caterpillar Investment Management Ltd. (CIML) is a wholly owned investment management subsidiary of Caterpillar Inc. (NYSE: CAT) They got their start in 1989 when they began managing a portion of Caterpillar's retirement fund and insurance reserves. Today, CIML manages assets for their parent, small- and mid-size retirement plan sponsors and individual and institutional investors. CIML is the sponsor of the Preferred Group of Mutual funds, a public fund group, and manages commingled and separate accounts for defined benefit, profit sharing and other sponsor-directed plans. The firm is also the advisor for some of the Saratoga Advantage Trust mutual funds. | Corporate Officer/Principal | - |
Training of Brian Andrew Christensen
| Eastern Illinois University | Undergraduate Degree |
| Illinois State University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CATERPILLAR INC. | Producer Manufacturing |
| Private companies | 2 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
Caterpillar Investment Management Ltd.
Caterpillar Investment Management Ltd. Investment ManagersFinance Based in Peoria, Illinois, Caterpillar Investment Management Ltd. (CIML) is a wholly owned investment management subsidiary of Caterpillar Inc. (NYSE: CAT) They got their start in 1989 when they began managing a portion of Caterpillar's retirement fund and insurance reserves. Today, CIML manages assets for their parent, small- and mid-size retirement plan sponsors and individual and institutional investors. CIML is the sponsor of the Preferred Group of Mutual funds, a public fund group, and manages commingled and separate accounts for defined benefit, profit sharing and other sponsor-directed plans. The firm is also the advisor for some of the Saratoga Advantage Trust mutual funds. | Finance |
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