Brett A Herbison

Vice President, Institutional Consultant, Alternative Investments Director, U.S. Government Entity Specialist

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(630) 573-9731(630) 573-9731

Brett Herbison serves as an Institutional Consultant on the Graystone Consulting, Oak Brook, IL team where he is involved with providing investment consulting advice to institutional investors including educational endowments, public charities, private foundations, pension plans, healthcare organizations, and religious groups. Mr. Herbison helps clients build investment programs by designing and constructing portfolios centered on achieving the organization’s financial goals. This includes assisting clients with their asset allocation and investment strategy decisions, helping design an investment policy statement in addition to selecting specific securities suitable for their investment objectives and risk tolerances.
Brett focuses on the following areas:
• Discretionary Outsourced Chief Investment Officer (OCIO) solutions.
• Customized asset allocation solutions.
• Alternative investment portfolio management – especially in the challenging private asset space.
• Optimizing portfolios to mitigate or hedge “draw down” risk during extreme market events.
• Liability Driven Investing (LDI) solution development & implementation.
• Impact Investing – for both faith-based groups and organizations desiring mission aligned programs.

Brett has a passion for conservation and sustainability regarding aquatic and marine ecosystems. He volunteers as a member of the John G. Shedd Aquarium Auxiliary Board where they actively develop new sources of support and increase public awareness of the aquarium’s exhibits, research, conservation and education programs. Before joining the investment industry, Brett spent eight years playing professional baseball in the New York Mets organization. Academically, Mr. Herbison earned a Bachelor of Science degree in Finance from the University of Illinois, Urbana-Champaign.

Securities Agent: AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MI, MN, MO, NJ, NY, OH, OR, TX, WI; Investment Advisor Representative; General Securities Representative

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CRC# 2108324 (06/18)