Grant Engelbart, CFA, CAIA, Senior Portfolio Manager, Brinker Capital Investments
Grant Engelbart is a senior portfolio manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, he manages several ETF and mutual fund separate account strategies. He serves on several committees across Brinker Capital’s parent company, Orion Advisor Solutions. Grant first joined Orion in 2007 and returned to the company in 2009. He held several roles in trading and investment research before accepting the role of portfolio manager in 2013.
Prior to joining Brinker Capital Investments, Grant held positions at CLS Investments (which has since rebranded to Brinker Capital Investments), TD Ameritrade, and State Street Corporation. Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA® charterholder, holds the Chartered Alternative Investment Analyst (CAIA) designation, and FINRA Series 65 license. He is a member of the CFA® Society of Nebraska and the CAIA Chicago chapter. In 2018, Grant was named one of the Top Ten Money Managers to Watch by Money Management Executive.