About
Brian is a seasoned investor and leader with more than 20 years of professional…
Articles by Brian
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Venture Capital Boom Highest Since 2000 Tech Bust
Venture Capital Boom Highest Since 2000 Tech Bust
By Brian Neale
Activity
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We are excited to announce that Micah Wei, CIMA® has joined HTK as our Managing Director of Investments and Advisory Services. Micah will be the…
We are excited to announce that Micah Wei, CIMA® has joined HTK as our Managing Director of Investments and Advisory Services. Micah will be the…
Liked by Brian Neale
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Speaker Announcement We are excited to feature Ananya Handa, CFA, CAIA at TIDE SPARK 2024. Ananya serves as a generalist on the internal…
Speaker Announcement We are excited to feature Ananya Handa, CFA, CAIA at TIDE SPARK 2024. Ananya serves as a generalist on the internal…
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Fund closings are always an exciting milestone. Thank you to our partners for the trust and confidence you’ve placed in us.…
Fund closings are always an exciting milestone. Thank you to our partners for the trust and confidence you’ve placed in us.…
Liked by Brian Neale
Experience
Education
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Inactive
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Completed CIMA (Certified Investment Management Analyst) designation in January 2004. Program sponsored by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School. Inactive.
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Licenses & Certifications
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Certified Investment Management Analyst (CIMA) - Inactive
Investment Management Consultants Association
Issued
Volunteer Experience
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Head Coach, Assistant Coach
Westminster Area Lacrosse
- 4 years 1 month
Children
Head coach and assistant coach for girls lacrosse league (multiple seasons)
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Head Coach - Jr. Husker Baseball
YMCA of Lincoln, NE
- 4 years 4 months
Children
Head coach for elementary/ middle school age boys baseball team (multiple seasons)
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Fanatical poolside volunteer
Various youth swim teams
Countless volunteer hours assisting with youth swim meets and enthusiastically tormenting my children with unabashed poolside cheering.
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Member of Investment Committee
Iowa West Foundation
Volunteer member of a committee overseeing a $400M+ not-for-profit investment portfolio.
The mission of the Iowa West Foundation is to improve lives and strengthen communities for current and future generations. We do this by providing leadership, creating partnerships, leveraging resources and serving as a catalyst in identifying and supporting community needs.
The Iowa West Foundation is funded by investment income and through the Iowa West Racing Association (IWRA), which…Volunteer member of a committee overseeing a $400M+ not-for-profit investment portfolio.
The mission of the Iowa West Foundation is to improve lives and strengthen communities for current and future generations. We do this by providing leadership, creating partnerships, leveraging resources and serving as a catalyst in identifying and supporting community needs.
The Iowa West Foundation is funded by investment income and through the Iowa West Racing Association (IWRA), which receives contracted fees paid by local casino operators — Ameristar and Harrah’s. The Foundation is an independent nonprofit recipient, as described in the 501(c)3 section of the Internal Revenue Code. The Foundation began its grant program in 1996, which awards funds for various community projects of governmental entities or nonprofit organizations. The Iowa West Foundation is headquartered in Council Bluffs, Iowa.
Through 2016, the Iowa West Foundation has awarded more than $400 million in funding to nonprofit organizations and governmental entities, enhancing the lives of thousands of area citizens.
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5 years already. Wow!!! We’ve made so many great friends at Ameritas, in Nebraska and in the insurance industry over the last 5 years. Thank you…
5 years already. Wow!!! We’ve made so many great friends at Ameritas, in Nebraska and in the insurance industry over the last 5 years. Thank you…
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⭐ Five stars for VMI! ⭐ Virginia Military Institute has been rated a 5-star college in Money magazine’s Best Colleges in America list for 2024, in…
⭐ Five stars for VMI! ⭐ Virginia Military Institute has been rated a 5-star college in Money magazine’s Best Colleges in America list for 2024, in…
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Thank you to NASP for organizing their 35th Annual Financial Services Conference in Atlanta! Great panels and an informative conference. A productive…
Thank you to NASP for organizing their 35th Annual Financial Services Conference in Atlanta! Great panels and an informative conference. A productive…
Liked by Brian Neale
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The Investors With Purpose program created by alum Douglas Waggoner, '75 & '77, features a wealth management course that brings together…
The Investors With Purpose program created by alum Douglas Waggoner, '75 & '77, features a wealth management course that brings together…
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It was a great morning to get out to the Bee Lab Pollinator Garden on East Campus with colleagues from the University of Nebraska Foundation for our…
It was a great morning to get out to the Bee Lab Pollinator Garden on East Campus with colleagues from the University of Nebraska Foundation for our…
Liked by Brian Neale
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Today is the University of Nebraska Foundation’s annual Day of Service. Our team members celebrated the foundation’s anniversary by completing…
Today is the University of Nebraska Foundation’s annual Day of Service. Our team members celebrated the foundation’s anniversary by completing…
Liked by Brian Neale
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Thank you Andrea Szigethy and team for a great week at the Academy for Institutional Investors, LLC Spring Forum. Enjoyed my conversation on public…
Thank you Andrea Szigethy and team for a great week at the Academy for Institutional Investors, LLC Spring Forum. Enjoyed my conversation on public…
Liked by Brian Neale
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The UChicago women's tennis team will compete in the quarterfinals of the NCAA tournament on Monday, led by sisters Oliwia and Sylwia Mikos. They…
The UChicago women's tennis team will compete in the quarterfinals of the NCAA tournament on Monday, led by sisters Oliwia and Sylwia Mikos. They…
Liked by Brian Neale
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It was a beautiful night to attend the CFA Society of Chicago’s outing at the Chicago Fire football game last night at Solider Field. A fun group…
It was a beautiful night to attend the CFA Society of Chicago’s outing at the Chicago Fire football game last night at Solider Field. A fun group…
Liked by Brian Neale
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Thankful as ever for opportunities like this. Extreme gratitude to the entire Milken Institute team for making this all possible and special thank…
Thankful as ever for opportunities like this. Extreme gratitude to the entire Milken Institute team for making this all possible and special thank…
Liked by Brian Neale
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Paul F. Engler passed away Friday, May 3, 2024, at the age of 94. This is Paul’s personal reflection on giving, which was originally published in…
Paul F. Engler passed away Friday, May 3, 2024, at the age of 94. This is Paul’s personal reflection on giving, which was originally published in…
Liked by Brian Neale
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Arrived in Newport, RI, for the With Intelligence spring retreat. A little bit like Planes, Trains and Automobiles to get here - but water views…
Arrived in Newport, RI, for the With Intelligence spring retreat. A little bit like Planes, Trains and Automobiles to get here - but water views…
Liked by Brian Neale
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Last week, we had some furry visitors in our offices in honor of National Therapy Animal Day and Mental Health Awareness Month. We took quick breaks…
Last week, we had some furry visitors in our offices in honor of National Therapy Animal Day and Mental Health Awareness Month. We took quick breaks…
Liked by Brian Neale
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