Brian Joseph Gift

Directeur en chef des Investissements chez MBL Wealth LLC

Profil

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.

Postes actifs de Brian Joseph Gift

Sociétés	Poste	Début
MBL Wealth LLC	Directeur en chef des Investissements	01/08/2018

Formation de Brian Joseph Gift

Elon University

Undergraduate Degree