Brian Montanez

(AIF^®, CPC, TGPC)

A Principal of the Multnomah Group, Brian is responsible for client service and business development in Northern California. Brian advises an array of organizations, including district hospitals and educational institutions. Brian regularly consults with plan sponsors on plan design, fiduciary governance issues, investment menu construction, and vendor fees/services.

Prior to joining the Multnomah Group in 2007, Brian served as a Vice President with a national retirement services firm in Northern California. Prior to that he was a Vice President with a national investment advisory and retirement services firm.

Brian is an AIF, Accredited Investment Fiduciary, certified by the Center for Fiduciary Studies, and a Certified Pension Consultant, (CPC), Tax Exempt & Governmental Plan Consultant, (TGPC), certified by the American Society of Pension Professionals and Actuaries (ASPPA). He holds a B.S. in Economics & Finance from Bentley University in Massachusetts.

ph: (888) 559-0159 ext. 105
ph: (510) 654-7240
brian.montanez@multnomahgroup.com