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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Bryan Dunnivant is a Managing Director and Oxford Investment Fellow at Oxford Financial Group, Ltd. Bryan has deep capital market expertise including pension and 401(k) investments, asset allocation and portfolio construction. His experience spans a diverse range of asset classes including fixed income, global equity, private equity, hedge funds and real estate.
Bryan heads up Regent Street, an offering which allows client access to unique aspirational investment opportunities. Regent Street investments are opportunistic in nature and may include private/illiquid investments, special situations and other alternative strategies. Regent Street may be appropriate for those investors able and willing to take on some additional risk in pursuit of higher returns.
Oftentimes we find interesting investment opportunities in segments of the market that are overlooked or out of favor. Our deep market insights, rigorous manager research and diligence and careful risk management allow us to offer clients access to those opportunities that we believe have a favorable risk reward profile.
Bryan is an experienced institutional investor and brings extensive investment management expertise. Prior to joining Oxford in 2015, Bryan was Investment Director, Pension and Benefits, at Eli Lilly and Company. In that role he had investment management and oversight responsibility for approximately $13 billion in assets. His responsibilities included due diligence, manager selection and monitoring, performance evaluation and risk management. Bryan has nearly 25 years of leadership experience in the United States and Europe.
Bryan holds a BS in Chemical Engineering from the University of Illinois. He also holds an MBA from Butler University. Bryan is a CFA charter holder.
Bryan actively volunteers in church and community-related activities. He and his wife Jane live in Indianapolis with their two dogs Cooper and Duke. They have two grown children, Eric living in Madison, Wisconsin, and Lisa living in Indianapolis, Indiana. Bryan loves the outdoors, skiing, biking, tennis and hiking.