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 […]

As our Portfolio Manager and Director of Investment Research and Trading with over 20 years of investment experience, Joe is responsible for the ongoing review of all client investment portfolios.  He leads our Investment Committee and heads up our investment research department. Joe prepares portfolio analyses, reviews asset allocation and manager selection, and designs investment […]