![Brian Glick](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>)
Brian Glick
Geen lopende functies
Consumer Services
Miscellaneous
Profiel
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.
Eerdere bekende functies van Brian Glick
| Bedrijven | Functie | Einde |
|---|---|---|
Citi Equity Principal Strategies
 Citi Equity Principal Strategies Investment Trusts/Mutual FundsMiscellaneous Citi Equity Principal Strategies focuses on investments in real estate. | Corporate Officer/Principal | - |
Opleiding van Brian Glick
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citi Equity Principal Strategies
Citi Equity Principal Strategies Investment Trusts/Mutual FundsMiscellaneous Citi Equity Principal Strategies focuses on investments in real estate. | Miscellaneous |
