![Brian Gift](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Brian J.
Gift, CFA, is a Managing Director at MBL Wealth LLC.
He is the Chairman of the Investment Strategy Committee and is directly responsible for formulating customized investment plans along with the implementation and adherence to those strategies for the firm’s wealth management and corporate retirement clients.
Mr. Gift comes to MBL Advisors Inc. after 12 years at U.S.
Trust, Bank of America Private Wealth Management, where he was a Senior Vice President & Senior Portfolio Manager overseeing $750MM in client assets.
In this role, he was responsible for decisions involving portfolio management, asset allocation and portfolio construction.
He received his B.S.
in Business Administration with a concentration in Finance from Elon University.
Mr. Gift holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society North Carolina.
Cargos activos de Brian Gift
| Empresas | Cargo | Inicio |
|---|---|---|
MBL Wealth LLC
 MBL Wealth LLC Investment ManagersFinance MBL Wealth strives to maximize expected returns for a given level of risk and/or minimize risk for a given level of expected return. The firm constructs and implements long-term, goals-based investment strategies for their clients. They employ a top-down strategy to attribute asset allocation to more than just diversification of liquid and investable assets. | Director de Inversiones | 01/08/2018 |
Formación de Brian Gift.
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17
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2
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Elon University
 Elon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MBL Wealth LLC
MBL Wealth LLC Investment ManagersFinance MBL Wealth strives to maximize expected returns for a given level of risk and/or minimize risk for a given level of expected return. The firm constructs and implements long-term, goals-based investment strategies for their clients. They employ a top-down strategy to attribute asset allocation to more than just diversification of liquid and investable assets. | Finance |
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