Brian Ahern Email & Phone Number
Managing Director, Wealth Advisor @ VestGen Wealth Partners
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Brian Ahern Location
- Chicago, IL, US
Brian Ahern Work
- 2025 -now Managing Director, Wealth Advisor @
- 2020 -2025 Senior Partner @ The LAT Group at Raymond James
- 2012 -2020 CRPC®, Vice President Senior Portfolio Advisor @
- 2010 -2012 Financial Advisor @
- 2005 -2010 Financial Advisor @
- 2001 -2005 Financial Advisor @
- 1996 -2001 Independent Bond Trader @ Lawrence/Bonfitto Trading Corp.
- 1989 -1995 Pitcher @
Brian Ahern Education
- University of Central Florida
(Business Administration and Management, General)
1986-1990 - Homewood Flossmoor High School 1982-1986
Brian Ahern Skills
- Wealth Management
- Trading Strategies
- Portfolio Management
- Financial Modeling
- Securities
- Investments
- Series 10
- Series 66
- Insurance Licensed
- Financial Analysis
- Series 7
- Retirement Planning
- Equities
- Series 31
- Mutual Funds
- Series 9
Brian Ahern Summary
- Brian Ahern, based in Chicago, IL, US, is currently a Managing Director, Wealth Advisor at VestGen Wealth Partners. Brian Ahern brings experience from previous roles at The LAT Group at Raymond James, Merrill Lynch and Morgan Stanley Smith Barney. Brian Ahern holds a 1986 - 1990 University of Central Florida. With a robust skill set that includes Wealth Management, Trading Strategies, Portfolio Management, Financial Modeling, Securities and more. Brian Ahern has 1 emails and 1 mobile phone numbers on RocketReach.
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