Brian Libby Email & Phone Number
VP, Wealth Tech Solutions @ Orion
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Brian Libby Location
- Bryn Mawr, PA, US
Brian Libby Work
- 2026 -now VP, Wealth Tech Solutions @
- 2019 -2026 Portfolio Consultant @
- 2016 -2019 ETF Product Manager @
- 2015 -2016 Asset Strategist @
- 2010 -2015 Trading and Portfolio @
- 2005 -2010 Trading Associate and Head of Desk @ Global Capital Management
Brian Libby Education
- Eastern University
Bachelor of Business Administration (BBA) (Marketing)
2002-2006 - CFA Institute
Brian Libby Skills
- Institutional Portfolio Management
- Private Wealth Management
- High Net Worth Individuals
- Financial Modeling
- Trading
- Finance
- Financial Markets
- Investments
- Financial Services
- Portfolio Management
- Securities
- Leadership
- Asset Allocation
- Mutual Funds
- Wealth Management
- Financial Analysis
- Bloomberg
- Equities
- Asset Management
- Alternative Investments
- Communication
- Creative Writing
- Presentation Skills
- Fixed Income
- Investment Management
- Investment Strategies
- Risk Management
- ESG
- SRI
- R
- Backtesting
- Security selection
- Active management
- Smart Beta
- Sales
- Direct Sales
- Client Relations
- Sales Presentations
- ETFs
- Derivatives
- Investment Advisory
- Microsoft Excel
- Capital Markets
- Retirement Planning
- Customer Service
Brian Libby Summary
- Brian Libby, based in Bryn Mawr, PA, US, is currently a VP, Wealth Tech Solutions at Orion. Brian Libby brings experience from previous roles at Orion, OppenheimerFunds, Nationwide Financial and Clark Capital Management Group. Brian Libby holds a 2002 - 2006 Bachelor of Business Administration (BBA) in Marketing @ Eastern University. With a robust skill set that includes Institutional Portfolio Management, Private Wealth Management, High Net Worth Individuals, Financial Modeling, Trading and more. Brian Libby has 2 emails and 2 mobile phone numbers on RocketReach.
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