Brian Huckstep

TAMP Trader For JFS

Brian Huckstep, CFA, CFP®, is Chief Investment Officer at Advyzon Investment Management.  He has 30 years of experience working with investments.  He spent 9 years at Northern Trust bank working with 401k’s, pensions, foundations and endowments.  Brian then spent 17 years as a Portfolio Manager at Ibbotson Associates and Morningstar (Morningstar purchased Ibbotson in 2006), most recently as Head of US Asset Allocation and managing a team of eight Portfolio Managers and Analysts.  Brian and his team managed over $50 billion for a combination of in-house and white labeled target risk, target date, high income, and outcome-based strategies.  In January 2022, Brian was a co-founder of Advyzon Investment Management (AIM).  As CIO for AIM, Brian manages a team of investment professionals and traders.  He received his MBA from the University of Chicago in 2003, earned his Chartered Financial Analyst designation in 2005, and his Certified Financial Planner designation in 2021.