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Bryan Luebbert, a principal in Investment Advisory, leads the Portfolio Construction team, which manages the Edward Jones Advisory Solutions® Research Models and Bridge Builder mutual funds.
Luebbert began his career at Edward Jones in 1998 in the firm’s Rotational Development Program. In 2000, he joined A.G. Edwards, eventually becoming a senior analyst covering mutual funds and separately managed accounts. Luebbert was a vice president and manager due diligence analyst at Trusco Capital Management in Atlanta, covering money managers in the fixed income and alternative investment categories.
He rejoined Edward Jones in November 2007 as a senior analyst in Mutual Fund Research. In 2010, he was named a senior area analyst in Mutual Fund Research, and in 2011, he started Mutual Fund Research’s Portfolio Construction team.
Since 2014, Luebbert has served on the Investment Policy Committee, a group of investment professionals responsible for constructing investment advice and asset allocation guidelines and developing the firm’s expectations for long-term capital market returns.
He was named an Edward Jones principal in 2015.
Luebbert graduated cum laude from Westminster College with a bachelor’s degree in economics and worked as a financial advisor intern for Edward Jones during college. In addition, he holds the Chartered Financial Analyst designation.