Brian Giesen, Cfa Email & Phone Number

Red Bank, New Jersey, United States

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Greater New York City Area

OppenheimerFunds was acquired by Invesco in May 2019.• Acted as sole healthcare equity analyst for two multi-asset funds with a combined AUM of > $3B. Broad coverage across pharmaceuticals, healthcare services, and medical devices & equipment. Added coverage of Consumer Discretionary sector in November 2019.• Responsible for new idea generation, ongoing due diligence on existing positions, position sizing and trading recommendations, company/industry modeling, meeting with company management, and taking part in industry conferences.• Identified investment opportunities across all market cap ranges with a focus on long-term changes in secular and company-specific fundamentals combined with detailed valuation analyses.

Greater New York City Area

• Acted as sole healthcare equity analyst for two multi-asset funds with a combined AUM of > $3B. Broad coverage across pharmaceuticals, healthcare services, and medical devices & equipment. Added coverage of Consumer Discretionary sector in November 2019.• Responsible for new idea generation, ongoing due diligence on existing positions, position sizing and trading recommendations, company/industry modeling, meeting with company management, and taking part in industry conferences.• Identified investment opportunities across all market cap ranges with a focus on long-term changes in secular and company-specific fundamentals combined with detailed valuation analyses.

New York, Ny

• Generated portfolio attribution reports, performance analyses, and identified factors driving portfolio returns for the Value products managed by a team of five portfolio managers.

• Conducted performance attribution analysis for US and international equity clients.

B.S., Management Information Systems

M.S., Finance