Brian Pellegrino

Brian Pellegrino, chief investment officer of the UPS Group Trust
Source: Brian Pellegrino
Brian Pellegrino, chief investment officer of the UPS Group Trust

As chief investment officer of the UPS Group Trust, Brian Pellegrino has established a reputation for achieving consistent portfolio performance and building a best-in-class investment organization. In his current role with United Parcel Service, Pellegrino maintains investment oversight for a $30 billion defined benefit trust, including decisions related to strategic direction, asset allocation and risk management.

During his tenure, he has improved efficiencies and reduced costs by transitioning the portfolio to a master trust structure and secured a material increase in the portfolio's alternative allocation by enhancing trust governance. Under his leadership, UPS has expanded its opportunity set by creating an in-house managed-account platform for alternatives and implementing secondary and co-investment programs within private markets.

Before assuming leadership of the investment team, Pellegrino advanced through the organization via a series of managerial roles, including assignments in corporate finance, treasury and mergers and acquisitions. He earned his MBA in finance from Rutgers University and a BS in accounting from Montclair State College. Pellegrino's professional credentials include the Chartered Financial Analyst designation and a Certified Public Accountant license.

Delivering Alpha

Latest news

2018 Advisory Board

  • Christopher Ailman

    Christopher J. Ailman is the chief investment officer of the California State Teachers' Retirement System.

  • Mary Erdoes

    Mary Callahan Erdoes is CEO of J.P. Morgan Asset Management division.

  • Deputy Comptroller for Asset Management and Chief Investment Officer, Office of the New York City Comptroller

Complete panel sessions | Delivering Alpha 2017

Previous Years

  • CNBC and Institutional Investor hosted the 7th Annual Delivering Alpha Conference on September 12, 2017.

  • Delivering Alpha 2017 stage, signage

    Meet the 2017 advisory board of Delivering Alpha, which takes place on September 12, 2017 at The Pierre in New York City.

  • The stage at Delivering Alpha 2016 in New York on Sept. 13, 2016.

    CNBC and Institutional Investor hosted the 6th Annual Delivering Alpha Conference on September 13, 2016.


CNBC and Institutional Investor are pleased to host the 8th Annual Delivering Alpha Conference in New York City on July 18, 2018. Please take note of the new month for 2018. Delivering Alpha continues to be an incomparable who’s who of the investor community with leading asset manager and institutional investors offering candid views along with illustrious political and economic commentators appearing in short segments moderated by CNBC talent and II editors.

To request additional information on Delivering Alpha, please contact lyao@ttivanguard.com.