Brian Huckstep, CIO - Advyzon Investment Management, LLC at Advyzon Investment Management, LLC.  (AIM)

Brian Huckstep

CIO - Advyzon Investment Management, LLC at Advyzon Investment Management, LLC. (AIM) | Oak Park, Illinois, United States

Profile last verified July 2026
Investment Management Verified Profile Oak Park, Illinois, United States The University of Chicago Booth School of Business
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Personal Email

***@yahoo.com

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Phone Number

217*****

United States • Mobile

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Brian Huckstep Socials
Brian Huckstep Work Experience

CIO - Advyzon Investment Management, LLC at Advyzon Investment Management, LLC. (AIM) in January 2022 - Present

Owner at Huckstep Asset Management, LLC in March 2020 - December 2021

Sr. Portfolio Manager, Co-Head of Target Risk Strategies at Morningstar Investment Management LLC in January 2016 - November 2019

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Portfolio Manager, Head of US Strategic Asset Allocation at Ibbotson Associates in April 2005 - December 2015

Director of Data Acquisition at Morningstar in December 2003 - April 2005

Product Manager - ERISA - Vice President at Northern Trust in August 1994 - June 2003

Brian Huckstep Education

The University of Chicago Booth School of Business, MBA, January 2000 to January 2003

University of Michigan, BA, January 1988 to January 1992

Brian Huckstep Skills
Portfolio Management Asset Allocation Mutual Funds Alternative Investments Investment Strategies Investments Equities Investment Management Fixed Income Investment Advisory Equity Research Hedge Funds Wealth Management Asset Management Financial Services Insurance Strategic Financial Planning Product Management Finance Bloomberg Morningstar Direct Capital Markets Microsoft Excel
About Brian Huckstep’s Current Company
Advyzon Investment Management, LLC. (AIM)

In addition to award winning technology and customer service accolades as its foundation, AIM offers a robust selection of proprietary model portfolios, trading and back/mid-office service solutions alike. Contact us for a demo today! Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in any correspondence are provided by AIM, while technology and some administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy (844) 340-1898 [email protected]

Discover more about Advyzon Investment Management, LLC. (AIM)
Brian Huckstep’s Colleagues
Rishik Kancharla

Rishik Kancharla

Greater Chicago Area

Trader at Advyzon Investment Management, LLC.

Trader at Advyzon Investment Management, LLC. (AIM)
(Jun 2025 – Present)

Lee Andreatta

Lee Andreatta

Greater Chicago Area

CEO - Advyzon Investment Management, LLC

Chief Executive Officer at Advyzon Investment Management, LLC. (AIM)
(Jan 2022 – Present)

Scott Opper

Scott Opper

Greater Chicago Area

Wealth Management Sales / Financial Advisor Advocate

Senior Vice President, Relationship Manager at Advyzon Investment Management, LLC. (AIM)
(May 2025 – Present)

Mike Ursitti

Mike Ursitti

Greater Chicago Area

Executive Vice President - Advyzon Investment Management

Executive Vice President - Head of Sales at Advyzon Investment Management, LLC. (AIM)
(Jul 2025 – Present)

Jeff Wilkinson

Jeff Wilkinson

Greater Boston

SVP, Business Development - Advyzon Investment Management

Senior Vice President - Business Development at Advyzon Investment Management, LLC. (AIM)
(Oct 2025 – Present)

Meghan Holmes

Meghan Holmes

Phoenix, Arizona, United States

COO - Advyzon Investment Management, LLC.

Chief Operating Officer at Advyzon Investment Management, LLC. (AIM)
(Feb 2022 – Present)

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Frequently asked questions about Brian Huckstep

What is Brian Huckstep email address?

Email Brian Huckstep at [email protected] and [email protected]. This email is the most updated Brian Huckstep's email found in 2026.

How to contact Brian Huckstep?

To contact Brian Huckstep send an email to [email protected] or [email protected].

What company does Brian Huckstep work for?

Brian Huckstep works for Advyzon Investment Management, LLC. (AIM).

What is Brian Huckstep's role at Advyzon Investment Management, LLC. (AIM)?

Brian Huckstep is CIO - Advyzon Investment Management, LLC

What industry does Brian Huckstep work in?

Brian Huckstep works in the Investment Management industry.

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