Jamie Breen is an Investment Management Expert with over thirty years of experience in investment management, business management, and consulting. He has created, marketed, and managed successful investment programs for large institutions and individual investors which have attracted billions in assets under management; and has provided consulting services to many large (Fortune 500) Pension Funds and Endowment Funds with aggregate assets in the hundreds of billions. Key skills include product development, portfolio management, channel development, and client relationship management.
Prior to joining Dietrich Partners, Jamie led the ERISA effort for Horizon Investments, LLC, a multibillion-dollar third-party investment manager. Before Horizon, Jamie was Co-Founder and President of Breen Financial Corporation, a pioneering developer of ETF Asset Allocation Strategies. Before founding Breen Financial, Jamie was Senior Vice President at LCG Associates, an Atlanta-based pension consulting firm, where he serviced over $10 billion in institutional client assets. He was also a Senior Vice President at Disciplined Investment Advisors, an institutional equity manager with over $2 billion in assets.
Mr. Breen has helped develop curricula and lectured on pension fund management for the Kellogg Graduate School’s Continuing Executive Education Programs, and has published articles on a variety of quantitative investment subjects. Mr. Breen received a BS from Northwestern University and an MBA from the Kellogg Graduate School of Management at Northwestern University.