Brian Babbitt Email & Phone Number
Vice President, Senior Portfolio Strategist @ KeyBank
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Brian Babbitt Location
- Kirkland, WA, US
Brian Babbitt Work
- 2023 -now Vice President, Senior Portfolio Strategist @
- now Chief Investment Officer @
- 2020 -2023 Chief Investment Officer @
- 2018 -2020 Investment Strategist @
- now Investment Strategist @
- 2015 -2018 Advisor @ Laird Norton Wealth Management
- now Advisor @ Laird Norton Wealth Management
- 2008 -2015 Director, Wealth Advisory @
- now Director, Wealth Advisory @
- 2006 -2008 Associate Portfolio Manager @
- now Associate Portfolio Manager @
Brian Babbitt Education
- CAIA Association
CAIA Charterholder
- CFA Institute
CFA Charterholder
- Pacific Lutheran University
BBA (Finance)
Brian Babbitt Skills
- Due Diligence
- Asset Managment
- Asset Management
- Portfolio Optimization
- Asset Allocation
- Investment Strategies
- Securities
- Wealth Management
- Institutional Investments
- Hedge Funds
- Derivatives
- Quantitative Analytics
- Financial Markets
- Capital Markets
- Portfolio Management
- Mutual Funds
- Investments
- Alternative Investments
- Trading
- Fixed Income
- Equities
- Bloomberg
- Private Equity
- ETFs
- Valuation
- Investment Management
- Business Analysis
- Risk Management
- Management
- Customer Service
- Public Speaking
Brian Babbitt Summary
- Brian Babbitt, based in Kirkland, WA, US, is currently a Vice President, Senior Portfolio Strategist at KeyBank. Brian Babbitt brings experience from previous roles at Financial Insights, Inc. and Brighton Jones. Brian Babbitt holds a CAIA Charterholder @ CAIA Association. With a robust skill set that includes Due Diligence, Asset Managment, Asset Management, Portfolio Optimization, Asset Allocation and more. Brian Babbitt has 3 emails and 1 mobile phone numbers on RocketReach.
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