Brian joined Wingate Wealth Advisors in February 2022 as a Portfolio Analyst/Trader. His responsibilities at the firm include handling portfolio rebalancing and trading. In addition, Brian helps assist with the review of client portfolios and models. Brian also helps conduct due diligence and analysis on a range of existing and prospective investment products as part of the Research team.
Before joining Wingate, Brian began his career in the industry working in operations at GW&K Investment Management. Brian earned his bachelor’s degree in economics at the University of Massachusetts Amherst, graduating in 2017. Outside of the office, Brian enjoys staying active through pickup men’s league hockey and running local trails. He also enjoys spending quality time with family and friends.