Brian Collins
Portfolio Analyst
As a Portfolio Analyst, Brian is responsible for analyzing, structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters.
Brian has over two decades of experience in finance, including investment research, portfolio construction, relationship management, and assessing and implementing a variety of investment solutions for clients. He graduated from Boston University with a B.A. in Political Science and received his MBA from Wake Forest University.
