Brian McCormick, CIMA® Back

Senior Investment Research Analyst

  • Evaluates and selects managers and disseminates 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 FINRA Series 7, 24, and 63 securities registrations and the Certified Investment Management Analyst®(CIMA®) designation
  • Holds a BS in management from Quinnipiac University
  • Has prior experience in positions at Signator Investors and Putnam Investments