Brian McQuade

Brian McQuade is Head of Investment Advisory Compliance and an Investment Manager at the California Public Employees’ Retirement System (CalPERS), the largest U.S. defined-benefit pension plan. He leads a team responsible for conflicts of interest guidance, material non-public information oversight, global regulatory implementation, board reporting, and compliance training. Additionally, he serves as the Investment Office’s liaison to key Enterprise functions including Internal Audit and Legislative Affairs and sits on key leadership bodies, including the Investment and Co-Investment Review committees.

Before joining CalPERS, Brian served as Director of Schwab and Laudus Funds Compliance at Charles Schwab Investment Management, Inc., where he led a compliance team through the firm’s transition to a single master custodian and the launch of its exchange-traded funds, and helped deliver a deficiency-free SEC examination. Earlier in his career, he worked in performance measurement roles, including leading an internal review of a market timing matter that contributed to the lowest settlement among firms involved in related SEC and NYAG investigations.

Brian earned a Bachelor of Science in Business Administration from the University of Vermont, with an accounting concentration and double minor in Economics and French. He holds the CFA, CAIA, CIPM, and CRCP designations, is a past president of CFA Society Sacramento, and serves on CFA Institute’s Disciplinary Review Committee and the National Society of Compliance Professionals’ Conferences Committee. He is a U.S., Irish, and Canadian citizen.