Brian McCormick, CIMA®
Manager, Investment Management and Research
- Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes
- Conducts research and due diligence on exchange-traded products
- Responds to advisor inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers
- Holds the Certified Investment Management Analyst® (CIMA®) designation and the FINRA Series 7, 24, and 63 securities registrations
- Earned a BS in management from Quinnipiac University
- Has more than 21 years of industry experience including at positions at Signator Investors and Putnam Investments
