As Chief Investment Officer, Brian Andrew has played a critical role in shaping Merit Financial Advisors’ ability to scale investment management alongside rapid firm growth. Since joining in 2024, he has transformed the firm’s investment platform into a disciplined, repeatable, and highly scalable system that supports both advisor needs and client outcomes. Brian introduced a structured investment process that integrates long-term capital market assumptions with dynamic economic insights, improving portfolio construction and consistency. He also embedded robust risk management practices across model portfolios, significantly reducing tracking error while maintaining performance within a close range of benchmarks. Under his leadership, Merit expanded its investment capabilities, including the launch of new ETF models, co-managed portfolios, and CorePlus strategies that incorporate liquid alternatives.