Brian Medwig

Brian Medwig, serving as Senior Vice President at Morningstar DBRS, brings a wealth of expertise in structured finance, with a particular focus on operational due diligence and risk assessment across a broad spectrum of asset classes. In his current role, Brian leads critical initiatives to evaluate the operational integrity of CLO issuers, originators, and servicers, ensuring that the underlying processes align with industry standards and mitigate potential risks. His deep understanding of asset-backed securities (ABS), mortgage-backed securities (MBS), and collateralized loan obligations (CLOs) enables him to identify operational vulnerabilities that could impact credit quality and investor confidence.

Brian’s key projects often involve assessing complex structured finance transactions, including CLO middle market and BSL, subprime auto, equipment leasing, and trade receivables. His expertise in fund administration, internal controls, and derivatives complements his ability to perform comprehensive operational due diligence, ensuring that asset managers and financial institutions adhere to best practices. With a background in alternative investments, hedge funds, and private equity, Brian is adept at analyzing the operational frameworks of diverse financial services entities, including broker-dealers and administrators.

His skills in fund accounting, M&A, and mortgage servicing further enhance his capacity to evaluate operational risks in high-stakes environments. By leveraging his Chartered Financial Analyst designation and extensive industry experience, Brian plays a pivotal role in strengthening Morningstar DBRS’s reputation for rigorous credit analysis and risk management, ultimately supporting investors and stakeholders in making informed, confident decisions within the structured finance landscape.