Brian P. Debels
Director of Research - Equity at Advisory Services & Investments LLC
Profile
Mr. Brian P.
Debels is a Director of Research & Senior Advisor at Advisory Services & Investments LLC.
He has served on the Investment Committee at ASI since 2009, and has been an invaluable resource in asset allocation research, portfolio construction, and investment performance and monitoring since joining the firm in 2006 in our Bend office.
Prior to Advisory Services & Investments, Mr. Debels held multiple positions at Jensen Investment Management in Portland where his responsibilities ranged from research, in which he helped manage a discounted free cash flow stock valuation model, to security transactions as Head of Equity and Fixed Income Trading.
He also assisted in the administration of a mutual fund managed by Jensen.
He earned his Bachelor’s degree in Business Administration with an emphasis in Finance from Washington State University in 1996.
He was awarded a Master of Business Administration from Concordia University in 2012, and awarded a Certified Investment Management Consultant (CIMA) certification in February 2017.
Brian P. Debels active positions
Companies | Position | Start |
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Advisory Services & Investments LLC
Advisory Services & Investments LLC Investment ManagersFinance Advisory Services & Investments LLC, dba ASI Wealth Management & Consulting Services (ASI), is an independent registered investment advisor headquartered in Bend, Oregon. The firm was founded by Randy L. Miller in 1998. ASI provides wealth management and consulting services to affluent clients who include individuals, families, enterprises and organizations. | Director of Research - Equity | 2005-12-31 |
Training of Brian P. Debels
Washington State University | Undergraduate Degree |
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Linked companies
Private companies | 1 |
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Advisory Services & Investments LLC
Advisory Services & Investments LLC Investment ManagersFinance Advisory Services & Investments LLC, dba ASI Wealth Management & Consulting Services (ASI), is an independent registered investment advisor headquartered in Bend, Oregon. The firm was founded by Randy L. Miller in 1998. ASI provides wealth management and consulting services to affluent clients who include individuals, families, enterprises and organizations. | Finance |
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