Director at Fairport Wealth @ (October 2022 - October 2022)
High Net Worth Wealth Advisor @ Linwood Investment Advisors, Inc. (March 2012 - October 2022)
Senior Investment Strategist @ (April 2010 - March 2012)
Partner @ Sanderson & Co (July 2001 - March 2010)
Investment Consultant @ (January 1995 - January 2000)
Brian Geary Education
Canisius College
Accounting
1991-1995
St. Joes Collegiate Institute 1987-1991
Brian Geary Skills
Independent Investment Management Consulting
High Level Detailed Personal Financial Planning
Estate Planning
Retirement Planning
Alternative Investments
Asset Management
Due Diligence
Finance
Financial Analysis
Investment Advisory
Investment Strategies
Investments
Mutual Funds
Pensions
Portfolio Management
Series 7
Wealth Management
Asset Allocation
Risk Management
Brian Geary Summary
Brian Geary, based in Buffalo, NY, US, is currently a Senior Wealth Advisor at Hightower Signature Wealth - Formerly Fairport Wealth. Brian Geary brings experience from previous roles at Fairport Wealth, Linwood Investment Advisors, Inc. and Courier Capital Corporation. Brian Geary holds a 1991 - 1995 Accounting @ Canisius College. With a robust skill set that includes Independent Investment Management Consulting, High Level Detailed Personal Financial Planning, Estate Planning, Retirement Planning, Alternative Investments and more. Brian Geary has 1 emails and 3 mobile phone numbers on RocketReach.
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