Brian Michael Robertson
Founder at Pacific Life Fund Advisors LLC
Profile
Mr. Brian M.
Robertson, CFA, is a Managing Director & Portfolio Manager at Pacific Life Fund Advisors LLC.
He is responsible for the Strategic Credit, High Yield, and Core Plus Strategies.
In addition, he has credit research responsibilities across select sectors.
He has over 15 years of investment experience.
Prior to being a founding member of Pacific in 2007, from 2003-2006, Mr. Robertson was a member of Pacific Life’s securities division overseeing investments in corporate bonds, high yield, and bank loan securities.
Mr. Robertson holds a bachelor’s degree from the University of Michigan.
He is a CFA Charter holder and member of the CFA Society of Orange County.
Brian Michael Robertson active positions
| Companies | Position | Start |
|---|---|---|
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Founder | 2006-12-31 |
Training of Brian Michael Robertson
| University of Michigan | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Finance |
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