Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Brian is an Investment Team Leader at Veritable. He joined the organization in 2011 having worked as the financial risk manager at a multi-national oilfield services company. Brian has also been a proprietary and sell side equity trader. He graduated with highest distinction from The Schreyer Honors College, The Pennsylvania State University with a BS in Finance. Brian is a CFA® charterholder and a member of the CFA Society Philadelphia. He currently serves on the Board of Directors of Mercy Neighborhood Ministries, a community center providing services to families in North Philadelphia.
Brian is an Investment Team Leader at Veritable. He joined the organization in 2011 having worked as the financial risk manager at a multi-national oilfield services company. Brian has also been a proprietary and sell side equity trader. He graduated with highest distinction from The Schreyer Honors College, The Pennsylvania State University with a BS in Finance. Brian is a CFA® charterholder and a member of the CFA Society Philadelphia. He currently serves on the Board of Directors of Mercy Neighborhood Ministries, a community center providing services to families in North Philadelphia.