Brian Glick
Analyst-Equity en NEIRG Wealth Management LLC .
Perfil
Mr. Brian S.
Glick, CFA, is a Senior Portfolio Analyst at NEIRG Wealth Management LLC.
His role includes investment research, strategic and tactical asset allocation, portfolio analytics, and risk management.
Prior to joining the firm in 2022, he worked as an independent analyst and private investor.
He began his career as an Investment Analyst at Citi Institutional Consulting in Washington DC and subsequently worked for a Boston-based accounting firm’s private client services group, assisting high-net-worth individuals.
He received his Bachelor’s degree in Finance from Bentley University where he returned to earn his Master’s in Taxation.
He is a CFA® charterholder and member of the CFA® Society of Boston.
Cargos activos de Brian Glick
| Empresas | Cargo | Inicio |
|---|---|---|
NEIRG Wealth Management LLC
 NEIRG Wealth Management LLC Investment ManagersFinance NEIRG Wealth Management LLC (NEIRG) is a registered investment advisor headquartered in North Andover, Massachusetts. The firm was founded by Nicholas J. Giacoumakis in 1995 and is owned by Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NEIRG provides investment advice to individuals (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities as well as pooled investment vehicles. | Analyst-Equity | 01/11/2022 |
Antiguos cargos conocidos de Brian Glick.
| Empresas | Cargo | Fin |
|---|---|---|
Citi Equity Principal Strategies
 Citi Equity Principal Strategies Investment Trusts/Mutual FundsMiscellaneous Founded in 2008, Citi Equity Principal Strategies is a hedge fund manager located in New York City | Corporate Officer/Principal | - |
Formación de Brian Glick.
| Bentley University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Citi Equity Principal Strategies
Citi Equity Principal Strategies Investment Trusts/Mutual FundsMiscellaneous Founded in 2008, Citi Equity Principal Strategies is a hedge fund manager located in New York City | Miscellaneous |
NEIRG Wealth Management LLC
NEIRG Wealth Management LLC Investment ManagersFinance NEIRG Wealth Management LLC (NEIRG) is a registered investment advisor headquartered in North Andover, Massachusetts. The firm was founded by Nicholas J. Giacoumakis in 1995 and is owned by Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NEIRG provides investment advice to individuals (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities as well as pooled investment vehicles. | Finance |
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