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