Brian Whitworth joined FirstSouthwest in 2009, and launched FirstSouthwest's PEB Trust, a group OPEB trust. He's a nationally recognized expert and frequent speaker on OPEB with speaking engagements at: Bond Buyer, IMN, NACO, National Conference of Mayors, CA City Association of Counties, Intl Association of Employee Benefit Plans, Conference of Consulting Actuaries, Massachusetts Retiree Benefits Commission, and the New Mexico Retiree Benefits Commission. Whitworth helped write legislation for several states, contributed material to the GASB Implementation Guide, built extensive simulation models including pension, OPEB cost and general fund revenues, and has worked on OPEB and/or pension issues for states, counties, cities and organizations. He's coauthor of two OPEB whitepapers and OPEB Frequently Asked Questions.He has also built extensive simulation models including pension and OPEB cost and general fund revenues, hold four patents on municipal bonds, risk management and related software, and work with actuaries and legal counsel. He has reviewed approximately 1000 pension and OPEB actuarial reports, often identifying errors, questionable assumptions and methods, potential compliance problems and potential savings opportunities. And founded more than $10 billion dollars in actuarial errors and opportunities for savings, including plans which had already been reviewed by independent actuaries, auditors, and city commissions.He has a Bachelor of Arts in Physics, University of Chicago and Master of Business Administration in Finance, University of California at Los Angeles.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors