Senior Consultant and Advisor to Bluewater Financial Technologies
Brian Egnatz is a Senior Consultant and Advisor to Bluewater Financial Technologies,
In addition, C. Brian Egnatz is a co-founder and Chief Investment Officer of Milepost Capital Management. A bank advisory business focusing on investment portfolios, loan opportunities and alternative investments.
Before joining Milepost, Brian was a Managing Director and Chief Investment Officer of HSBC Bank N.A., managing the bank’s US investment portfolio within the office of balance sheet management and reporting to the Treasurer and Regional Head of BSM. Brian was responsible for the interest rate risk of the portfolio and all asset selection, including restructuring of legacy non-agency credit positions to improve capital ratios. He managed a 4-person trading team and represented the portfolio in ALCO, valuation committee, business continuity, risk management, regulatory and markets meeting globally, regionally and in North America. Brian also coordinated with market risk management, product control, regulators and auditors both internal and external.
Prior to HSBC, Brian spent 17 years as a Managing Director in the office of CIO at JP Morgan Chase, co-heading the US investment portfolio and hedging the bank’s mortgage servicing rights. While at JP Morgan, Brian and his 10-member team introduced novel ways to lower the cost of portfolio funding and add return and also introduced a credit portfolio to diversify risk. He also had responsibility of advising JP Morgan and its clients on acquisitions of banks, mortgage originators and servicing operations.
In recognition of his markets expertise, Brian served five years on the Federal Reserve’s Treasury Markets Practices Group (TMPG) and consulted regularly to SIFMA, Fannie Mae, Freddie Mac and Ginnie Mae on product design and market practices, and FASB on related accounting issues.
Brian graduated from Indiana University in Bloomington, Indiana, with a bachelor’s degrees in chemistry and mathematics.
You can reach Brian at cbegnatz@bluewater-fintech.com.