Chief Investment Officer
Jewish Federation of Metropolitan Chicago
David R. Brief, CFA established the Jewish Federation of Metropolitan Chicago Investment Office in 2002. Under his leadership as Chief Investment Officer, the endowment portfolio evolved from a $350 million internal investment program into a $1.1 billion pool that invests assets belonging to the Federation and 42 other 501(c)(3) organizations. In addition to guiding every aspect of the investment process, David engages regularly with the Federation Board and investment committee and works closely with the volunteer and professional leadership of current and prospective outside investors. He also has taken a leading role in structuring and speaking at eight bi-annual investment conferences run by Jewish Federations of North America (JFNA) and focused on educating small and mid-sized organizations about the benefits of outsourced investment management. David is frequently asked to speak on a wide range of topics at various industry events.
Earlier in his career, David spent eleven years as an investment consultant for three Chicago-based firms: Ibbotson Associates (now part of Morningstar Inc.), Ennis Knupp + Associates (now part of Aon Hewitt Investment Consulting, Inc.), and Capital Resource Advisors (now part of Segal Marco Advisors). Born and raised in New Jersey, David earned a BA degree in Economics from Cornell University, an MBA degree with honors from the University of Chicago, and is a CFA® charterholder. He is the proud parent of Sam, a budding sports journalist studying at Northwestern University’s Medill School.