Brian Scott Sommers
Directeur en chef des Investissements chez HBK Sorce Advisory LLC
Profil
Mr. Brian S.
Sommers, CFA MBA, is a Principal & Chief Investment Officer at HBK Sorce Advisory LLC.
He oversees the firm’s investment management processes for a distinguished group of nearly 30 investment advisory representatives.
He chairs the Investment Policy Committee of the firm and is instrumental in the identification, evaluation and recommendation of the investments that make up HBK’s portfolios.
He brings HBKS clients the expertise of more than 20 years managing a wide range of portfolios for both high net worth individuals and institutional clients.
His community involvement includes serving on the board of the Boulder Crest Retreat for Wounded Warriors.
Prior to joining HBKS in May 2014, Mr. Sommers ran the outsourced CIO service for Fusion Investment Group, where he developed the asset allocation strategies and performed manager due-diligence for three wealth management firms.
He also managed Fusion’s Equity Enhanced Income product, which combines individual stock portfolios with covered call writing.
Prior to his work at Fusion, he was the Chief Investment Officer at McKinley Carter Wealth Services, where he oversaw the formulation of investment strategies and the selection of investments for individual and institutional clients.
He is also Director of Investments by Kanawha Investment & Trust Co. Over his career, he has managed an impressive array of investments, including Taft-Hartley plans and endowments, and plans for foundations, corporations, individuals and public entities.
He has held positions in investment consulting and client service for both institutional and high net worth clients.
Mr. Sommers holds an MBA from the University of Pittsburgh’s Katz Graduate School of Business, has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Pittsburgh.
Postes actifs de Brian Scott Sommers
| Sociétés | Poste | Début |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Directeur en chef des Investissements | 01/05/2014 |
Anciens postes connus de Brian Scott Sommers
| Sociétés | Poste | Fin |
|---|---|---|
Kanawha Investment & Trust Co.
 Kanawha Investment & Trust Co. Investment ManagersFinance Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund. | Director of Investments | 31/12/2007 |
Fusion Investment Group LLC
 Fusion Investment Group LLC Investment ManagersFinance Fusion Investment Group LLC (FIG) is a registered investment advisor and hedge fund manager headquartered in Canonsburg, Pennsylvania founded in 2008. The firm provides discretionary and non-discretionary asset management services and investment supervisory services to separately managed accounts and several investment vehicles that were formed by their general partner, Fusion Capital Management LLC, in 2006. FIG offers investment supervisory services relative to a number of pooled investment vehicles and also provides asset management services directly through their Private Access Program and in the form of third party money management services to institutional investors, qualified high net-worth individuals, and financial advisors. In addition, the firm serves as the sub-advisor to other investment firms. On 29 June 2018, FIG was acquired by Research Affiliates Global Advisors Ltd, trading as Rayliant Global Advisers Ltd., FIG is now trading as Rayliant Asset Management. The acquisition expands Rayliant’s geographical footprint in Pittsburgh market. Following the transaction, FIG would operate as the Pittsburgh office of Rayliant. | Gestionnaire de Portefeuille-Actions | - |
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Directeur en chef des Investissements | - |
MDL Advisers, Inc.
 MDL Advisers, Inc. Investment ManagersFinance MDL Advisers, Inc. is a registered investment advisory firm headquartered in Pittsburgh with offices in Atlanta and New York. The firm offers portfolio management services to public funds, hospitals, Taft Harley funds, ERISA qualified plans, foundations and endowments. | Head-Equity Investments | 30/10/2007 |
Formation de Brian Scott Sommers
| University of Pittsburgh | Masters Business Admin |
| Indiana University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
Kanawha Investment & Trust Co.
Kanawha Investment & Trust Co. Investment ManagersFinance Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund. | Finance |
MDL Advisers, Inc.
MDL Advisers, Inc. Investment ManagersFinance MDL Advisers, Inc. is a registered investment advisory firm headquartered in Pittsburgh with offices in Atlanta and New York. The firm offers portfolio management services to public funds, hospitals, Taft Harley funds, ERISA qualified plans, foundations and endowments. | Finance |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
Fusion Investment Group LLC
Fusion Investment Group LLC Investment ManagersFinance Fusion Investment Group LLC (FIG) is a registered investment advisor and hedge fund manager headquartered in Canonsburg, Pennsylvania founded in 2008. The firm provides discretionary and non-discretionary asset management services and investment supervisory services to separately managed accounts and several investment vehicles that were formed by their general partner, Fusion Capital Management LLC, in 2006. FIG offers investment supervisory services relative to a number of pooled investment vehicles and also provides asset management services directly through their Private Access Program and in the form of third party money management services to institutional investors, qualified high net-worth individuals, and financial advisors. In addition, the firm serves as the sub-advisor to other investment firms. On 29 June 2018, FIG was acquired by Research Affiliates Global Advisors Ltd, trading as Rayliant Global Advisers Ltd., FIG is now trading as Rayliant Asset Management. The acquisition expands Rayliant’s geographical footprint in Pittsburgh market. Following the transaction, FIG would operate as the Pittsburgh office of Rayliant. | Finance |