Grant Engelbart
Senior Portfolio Manager at Brinker Capital Investments, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brinker Capital | Senior Portfolio Manager | Dec 2020 to Present | — |
| CLS Investments, LLC | Senior Portfolio Manager and Director of Research | Aug 2018 to Dec 2020 | — |
| CLS Investments, LLC | Portfolio Manager | Dec 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, LLC | Research and Portfolio Analyst | Jun 2012 to Dec 2013 | — |
| CLS Investments, LLC | Trading Team | Nov 2009 to Jun 2012 | Various Positions - Trading Specialist, Portfolio Administrator, and Operations Project Manager |
| State Street | Mutual Fund Accountant | Jul 2009 to Nov 2009 | — |
| Td Ameritrade | Brokerage Operations Intern | May 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)
| Name | Role | Location |
|---|---|---|
D David Rosenblum | Portfolio Manager | Philadelphia, PA , United States |
| Investment Research Analyst | Omaha, NE , United States | |
G Greg Vradenburg | Principal | Powell, OH , United States |
M Mark Yoder | Portfolio Manager | Philadelphia, PA , United States |
R Ryan Karch | Portfolio Manager | Philadelphia, PA , United States |
| Investment Analyst | Philadelphia, PA , United States | |
W Will Girton | Senior Investment Analyst | New York, NY , United States |