Brian Machan, CFA

Head of Insurance Solutions

Brian Machan, CFA, is head of insurance solutions which includes oversight for the affiliated insurance companies’ general account portfolios. He is responsible for participating in groups that formulate investment strategy for the firm and for overseeing the portfolio managers who implement duration, curve positioning and relative value decisions for the affiliated insurance companies’ general account portfolios. He is also responsible for the investment solutions team and a senior portfolio manager for highly customized, liability driven investing and multi-sector insurance company product portfolios. Additionally, he serves on the portfolio management team for US Long Treasury Strips. Prior to his current role, Brian was a senior portfolio manager. He has more than two decades of portfolio management experience. Prior to joining the firm, he previously served as vice president, head of corporate portfolio management at American Equity Investment Life Insurance Company. Prior to that he was vice president, senior portfolio manager at Aviva Investors North America. He also held positions at Investors Management Group and DMG Securities, Inc. He has been in the industry since 1997 and started with the firm in 2023. Brian received his BBA in finance from Iowa State University and his MBA from the University of Iowa. He is a CFA® charterholder.