Brian Boswell's Location
Malden, MA, US
Brian Boswell's Work
- Senior Adviser @ Newbridge Wealth Management
- President @ 529 Expert, LLC
- Contributor @ Forbes
- Financial Planner @ Commonwealth Financial Group
- VP, Research and Development @ Saving For College
- Director, Advisor Distribution @ Ascensus
- National Accounts Manager @ Upromise
- Research Analyst @ Fidelity Investments
- Investment Analyst @ Goldman Sachs
Brian Boswell's Education
- Rensselaer Polytechnic Institute - The Lally School of Management and Technology
BS
1997 - 2001 - Rensselaer Polytechnic Institute
BS
1997 - 2001 - Bryant University
Online Certificate in Financial Planning
2018 - 2019
- Cushing Academy
High School
1995 - 1997
Brian Boswell's Skills
- Advisor Distribution
- Investments
- Mutual Funds
- Analysis
- 529 Plans
- Asset Management
- Financial Services
- Writing
- Research
- Series 7
Brian Boswell's Summary
Brian Boswell, based in Malden, MA, US, is currently a Senior Adviser at Newbridge Wealth Management, bringing experience from previous roles at 529 Expert, LLC, Forbes, Commonwealth Financial Group and Saving For College. Brian Boswell holds a 1997 - 2001 BS @ Rensselaer Polytechnic Institute - The Lally School of Management and Technology. With a robust skill set that includes Advisor Distribution, Investments, Mutual Funds, Analysis, 529 Plans and more, Brian Boswell contributes valuable insights to the industry. Brian Boswell has 5 emails and 1 mobile phone number on RocketReach.
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ViewBrian Boswell
Senior Advisor at Newbridge Wealth Management
Malden, Massachusetts, United States32
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