Brian Babbitt Email & Phone Number
Vice President, Senior Portfolio Strategist @ KeyBank
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Brian Babbitt Location
- Kirkland, WA, US
Brian Babbitt Work
- Vice President, Senior Portfolio Strategist @ (April 2023 - Present)
- Chief Investment Officer @
- Chief Investment Officer @ (January 2020 - April 2023)
- Investment Strategist @ (January 2018 - May 2020)
- Investment Strategist @
- Advisor @ Laird Norton Wealth Management (January 2015 - January 2018)
- Advisor @ Laird Norton Wealth Management
- Director, Wealth Advisory @ (January 2008 - January 2015)
- Director, Wealth Advisory @
- Associate Portfolio Manager @ (January 2006 - January 2008)
- 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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