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