Mgr., Investment Management and Research - Investment Management and Research
Brian joined Commonwealth in August 2004 as a member of the Retirement team. In January 2008, he joined the Research team as an investment research associate. In his current role as manager of investment management and research, Brian is responsible for manager evaluation and selection, as well as for the dissemination of research in the small- and mid-cap asset classes. In addition, he is responsible for responding to inquiries on exchange-traded fund research, equity portfolio construction, and asset allocation. Brian also supports the Research team in creating reports, commentary, and investment manager profiles, as well as in other investment-related project work. Prior to Commonwealth, he worked at Signator Financial Network and at Putnam Investments. Brian received his BS in management and finance from Quinnipiac University. He obtained the CIMA® designation and is a member of the Investments & Wealth Institute. He also holds FINRA Series 7, 24, and 63 securities registrations.