Summary
Overview
Work History
Education
Skills
Timeline
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Craig Brothers

3416 Palos Verdes Drive North

Summary

My career started in 1984 as a Fixed Income Liaison at Dean Witter Reynolds. In 1987, I became a Retail Municipal Trader. I went on to become an Institutional Trader at Lehman Brothers and Fidelity. In 2002, I was hired as a Portfolio Manger at Bel Air. In 2009, I made Partner at Bel Air. Over the last 10 years, I have been the Head of Fixed Income at Bel Air Investment Advisors.

Overview

24
24
years of professional experience

Work History

Partner/ Head of Fixed Income

Bel Air Investment Advisors
01.2001 - Current
  • Led the Bel Air Fixed Income division since 2013, driving strategic initiatives and performance.
  • Spearheaded the creation of the Bel Air Taxable Municipal Strategy, driving growth in fixed income investments.
  • Co-managed Fixed Income assets, driving growth from $2.5 billion to $4 billion over the last three years.
  • Manage nine fixed income investment strategies, ensuring optimal asset allocation and performance.
  • Utilize database management tools to assess cash availability for purchasing new issue and secondary bonds.
  • Mentored a portfolio assistant who advanced to a portfolio manager role at Goldman Sachs Asset Management.
  • Lead Fixed Income's input during weekly strategy calls.
  • Secured four essential licenses (Series 7, 53, 63, and 65) during firm's tenure as a broker-dealer.

Education

Bachelor of Science - Economics

University of California, Los Angeles
Los Angeles, CA
06-1982

Skills

    Expert in use of Bloomberg Analytics

    Proficient in use of Investor Tools Database Software

Timeline

Partner/ Head of Fixed Income

Bel Air Investment Advisors
01.2001 - Current

Bachelor of Science - Economics

University of California, Los Angeles

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Craig Brothers