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Brian Heimowitz, CFA, CAIA

Alternative Investments for RIAs & Family Offices

Brian Heimowitz, CFA, CAIA is a financial professional with extensive experience in alternative investments and portfolio management. He is the Founder and Portfolio Manager of Birchwood Capital Management LLC, an investment management and consulting firm he established in June 2022.12

Professional Background

Brian's career in finance spans over a decade, with a focus on alternative investments:

Current Role::

  • Founder and Portfolio Manager at Birchwood Capital Management LLC (since June 2022)2

Previous Positions::

  • Chief Investment Officer at Crystal Capital Partners, LLC (October 2020 - December 2021)
  • Director of Research at Crystal Capital Partners, LLC (November 2018 - October 2020)
  • Investment Research Associate at Crystal Capital Partners, LLC (January 2015 - November 2018)2

Expertise and Responsibilities

At Birchwood Capital Management, Brian focuses on:

  • Providing alternative investment solutions to Registered Investment Advisors, Family Offices, and Asset Management firms
  • Offering Outsourced-CIO services in the alternative investment space
  • Sourcing, underwriting, and raising capital for investment opportunities1

In his previous role as Chief Investment Officer at Crystal Capital Partners, he:

  • Oversaw the firm's due diligence program for all new and existing investments
  • Led the firm's quarterly investment committee
  • Assisted clients in constructing and rebalancing portfolios based on their objectives and risk tolerances1

Education and Certifications

  • Bachelor of Business Administration in Finance from the University of Miami
  • Chartered Financial Analyst (CFA) designation
  • Chartered Alternative Investment Analyst (CAIA) designation12

Additional Roles

Brian serves as a Chapter Executive for the CAIA Miami Chapter, contributing to the professional community in his field.1

Brian Heimowitz's career trajectory demonstrates his expertise in alternative investments, portfolio management, and financial analysis, making him a notable figure in the investment management industry.

Related Questions

What are Brian Heimowitz's main responsibilities at Birchwood Capital Management LLC?
How did Brian Heimowitz transition from Crystal Capital Partners to Birchwood Capital Management LLC?
What types of alternative investments does Birchwood Capital Management LLC specialize in?
What is the significance of Brian Heimowitz's role as Chapter Executive for the CAIA Miami Chapter?
Can you provide examples of Brian Heimowitz's notable investment successes?
Brian Heimowitz, CFA, CAIA
Brian Heimowitz, CFA, CAIA, photo 1
Brian Heimowitz, CFA, CAIA, photo 2
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Location

Miami-Fort Lauderdale Area