Brandon Troegle

Work Experience

• Adjunct Professor, Baylor University (January 2009 - Present)
• Sr. Vice President and Sr. Portfolio Advisor, Northern Trust (2022-Present)
• Co-Chief Investment Officer, Portfolio Manager, Hillcrest Asset Management, LLC (2007 - Present)
• Equity Analyst, Morningstar (2006 - 2007)
• Securities Analyst, Bank of America, Investment & Wealth Management (2002 - 2004)

Licensures and Certifications

• Chartered Financial Analyst (CFA), CFA Institute
• Chartered Alternative Investment Analyst (CAIA), CAIA Association

Professional Memberships

• Director & Member, CFA Society of Dallas-Fort Worth
• Member, CAIA Texas

Education

• MBA, Southern Methodist University, Dallas, Texas
• BA, Austin College, Sherman, Texas

Courses

• FIN 4381 – Practicum in Portfolio Management