Brian Kraus
Vice President
Pershing, a BNY Mellon Company
Senior Portfolio Manager
Lockwood Advisors, Inc.
Brian Kraus is a Senior Portfolio Manager for Lockwood Advisors, Inc., an affiliate of Pershing, a BNY Mellon company, and a Vice President for Pershing. Mr. Kraus is responsible for overseeing the day-to-day portfolio management of Lockwood’s discretionary investment solutions. In addition to supporting the firm’s macroeconomic analysis and active manager selection, Mr. Kraus plays a key role in communicating the firm’s capital markets/economic outlook, portfolio positioning and asset allocation decisions to broker dealers, financial advisors, and end-investors. Mr. Kraus was a portfolio manager for Lockwood Capital Management prior to its merger into Lockwood Advisors. Previously, Mr. Kraus worked as an investment analyst for Lockwood Capital Management and a research analyst in the Lockwood Investment Research group. Prior to joining Lockwood, Mr. Kraus was a due diligence analyst at an alternative investments firm, where he was responsible for the analysis and monitoring of hedge fund managers within the firm’s multi-strategy fund of funds. Mr. Kraus earned a Bachelor of Arts degree in History from Fairfield University. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Institute and the CFA Society of Philadelphia. He has more than ten years of investment experience.