Brian Price, CFA®
Senior Vice President, Investment Management and Research
- Manages the Equity Research and Investment Management teams
- Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services®Select program
- Holds FINRA Series 7, 63, and 65 securities registrations and the Chartered Financial Analyst®(CFA®) designation
- Holds a BA from Georgetown University
- Has prior experience as a senior financial advisor associate at Bernstein Investment Research & Management
