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Grant Engelbart

Senior Portfolio Manager at Brinker Capital Investments, LLC

Omaha, NE , United States

About

Grant Engelbart is a Senior Portfolio Manager at Brinker Capital Investments, LLC, based in Omaha, Nebraska. He is responsible for managing investment portfolios and contributing to the firm's strategic asset allocation decisions. His expertise spans alternative investments and asset management, with a focus on ETFs and managed accounts.

Engelbart's investment focus includes alternative investments, ETFs, and managed accounts, catering to a diverse range of clients from individual investors to large institutional portfolios. He is known for his strategic insights and innovative approach to wealth management, particularly in navigating complex investment landscapes.

With over a decade of experience in the financial services industry, Engelbart has held key roles at Brinker Capital Investments and CLS Investments, where he served as Senior Portfolio Manager and Director of Research. He holds a Bachelor of Business Administration in Finance from the University of Nebraska-Lincoln and a Master of Business Administration from Creighton University. Engelbart is a CFA Charterholder and has contributed to numerous publications, earning recognition as one of the Top Ten Money Managers to Watch in 2018.

Career History

OrganizationRoleDate RangeDetails
Brinker CapitalSenior Portfolio ManagerDec 2020 to Present
CLS Investments, LLCSenior Portfolio Manager and Director of ResearchAug 2018 to Dec 2020
CLS Investments, LLCPortfolio ManagerDec 2013 to Dec 2020
CLS Investments, LLC ("CLS"), (www.clsinvest.com) is a professional money management firm and an SEC registered investment advisor. CLS partners with bank trust officers, financial advisors, retiremen...
CLS Investments, LLCResearch and Portfolio AnalystJun 2012 to Dec 2013
CLS Investments, LLCTrading TeamNov 2009 to Jun 2012
Various Positions - Trading Specialist, Portfolio Administrator, and Operations Project Manager
State StreetMutual Fund AccountantJul 2009 to Nov 2009
Td AmeritradeBrokerage Operations InternMay 2007 to Aug 2007

Education

University of Nebraska - Lincoln

Bachelor of Business Administration, Finance

2005 2009

Creighton University

Master of Business Administration

2016 Present

Others at Brinker Capital Investments, LLC (7)

NameRoleLocation
D
David Rosenblum
Portfolio ManagerPhiladelphia, PA , United States
Francisco Rodriguez
Francisco Rodriguez
Investment Research AnalystOmaha, NE , United States
G
Greg Vradenburg
PrincipalPowell, OH , United States
M
Mark Yoder
Portfolio ManagerPhiladelphia, PA , United States
R
Ryan Karch
Portfolio ManagerPhiladelphia, PA , United States
Gregory King
Gregory King
Investment AnalystPhiladelphia, PA , United States
W
Will Girton
Senior Investment AnalystNew York, NY , United States