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Marketing &
Client Service

Our client service professionals are essentially portfolio specialists. They possess an intimate knowledge of our philosophy, process and portfolio holdings, and are a vital bridge in the flow of investment information between Iridian and our clients.

Colin Morris

Director of Marketing & Client Service

Colin joined Iridian in 2003 and is responsible for all aspects of the Firm’s business development, consultant relations and client services. Previously, Colin worked for five years at Bank of Ireland Asset Management in Melbourne, Australia, where he was a Client Services Manager with responsibility for institutional clients. He also worked at Lifetime Assurance and Bank of Ireland Group Treasury, both members of the Bank of Ireland Group. Colin is a Business Studies graduate (1994) and holds an MSc in Investment and Treasury (1997), both from Dublin City University, Ireland.

Brian L. Denny

Senior Vice President

Brian joined Iridian in 2003 and is responsible for client servicing of various institutional clients and business development. Previously, Brian worked as the Assistant Investment Officer/Portfolio Manager of the International Equities department at the Ohio Public Employees Retirement System. He also worked at ICH Capital Management and PNC Financial Corp. Brian holds both a BA in Business Administration/Accounting and an MBA in Finance from Bellarmine University (1985 and 1988, respectively).

Carlos E. Montoulieu

Vice President

Carlos joined Iridian in 1997 and is responsible for managing data collection, reporting, and requests for proposal activities, as well as coordinating with staff on client service and business development needs. Previously, he worked as a marketing associate with Fiduciary Trust Company International. He also worked as a senior institutional consulting associate with Paine Webber Prime Asset Consulting Group (formerly Kidder Peabody), as well as a research associate with Cambridge Associates. Carlos holds a BSBA in Finance from Villanova University (1990).