Brian Christensen

Chief Investment Officer at

David Vaughan Investments LLC

Consumer Services

Finance

Producer Manufacturing

Profile

Mr. Brian A. Christensen, CFA MBA, is a Senior Vice President & Partner at David Vaughan Investments LLC.
He is a principal at DVI and is a member of the Management Committee that oversees the daily operations of the firm.
He leads the Investment Committee responsible for investment strategy, equity research and portfolio management.
Since 1998, he has been directly responsible for DVI's Florida division.
Prior to joining the firm, Mr. Christensen worked for Caterpillar Inc., where he managed short-term foreign currency exposure and then moved to a position of overseeing management of Caterpillar's pension assets.
He also worked for Caterpillar Investment Management Ltd., where he helped create the Preferred Group family of mutual funds and also managed a small-cap equity and U.S.
government securities portfolio.
He holds a Bachelor of Science in Business from Eastern Illinois University and Masters in Business Administration from Illinois State University.
He also holds the Chartered Financial Analyst Designation.

Brian Christensen active positions

Companies	Position	Start
David Vaughan Investments LLC David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets.	Chief Investment Officer	01/09/1993

All active positions of Brian Christensen

Former positions of Brian Christensen

Companies	Position	End
CATERPILLAR INC.	Corporate Officer/Principal	-
Caterpillar Investment Management Ltd. Caterpillar Investment Management Ltd. Investment ManagersFinance As the adviser of the Preferred Group of Mutual funds, CIML selects independent investment management firms to manage each of the funds. To select fund managers, they use the same evaluation criteria used by the Caterpillar Inc. pension fund. They continue to monitor managers after they are selected. Face-to-face meetings are held with the investment managers, investment process of each firm is evaluated annually, fund performance is tracked and compared to a suitable benchmark and funds are evaluated for drift from their designated investment style.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Caterpillar, Inc. Caterpillar, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Manufactures construction and mining equipment, diesel & natural gas engines and industrial gas turbines	Producer Manufacturing
David Vaughan Investments LLC David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets.	Finance
Caterpillar Investment Management Ltd. Caterpillar Investment Management Ltd. Investment ManagersFinance As the adviser of the Preferred Group of Mutual funds, CIML selects independent investment management firms to manage each of the funds. To select fund managers, they use the same evaluation criteria used by the Caterpillar Inc. pension fund. They continue to monitor managers after they are selected. Face-to-face meetings are held with the investment managers, investment process of each firm is evaluated annually, fund performance is tracked and compared to a suitable benchmark and funds are evaluated for drift from their designated investment style.	Finance
Eastern Illinois University Eastern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Illinois State University Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services