Brian Mercer Email & Phone Number
Vice President, Portfolio Management @ Echelon Wealth Partners
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Brian Mercer Location
- London, ON, CA
Brian Mercer Work
- 2016 -now Vice President, Portfolio Management @
- 2011 -now Brian Mercer, MBA,CFP®,CIM, Director, Private Client Group, Branch Manager, Portfolio Manager @ HollisWealth
Brian Mercer Education
- Wilfrid Laurier University
Bachelor's degree, MBA, CFP, CIM, ... (Financial Planning & Portfolio Manager)
1981-1983
Brian Mercer Skills
- Portfolio Management
- Investment Strategies
- Equities
- Asset Allocation
- Wealth Management
- Asset Management
- Securities
- Mutual Funds
- Capital Markets
- Investment Advisory
- Retirement Planning
- ETFs
- Trading
- Bonds
- Leadership
- Investments
- Marketing
- Strategic Planning
- Sales
Brian Mercer Summary
- Brian Mercer, based in London, ON, CA, is currently a Vice President, Portfolio Management at Echelon Wealth Partners. Brian Mercer brings experience from previous roles at HollisWealth. Brian Mercer holds a 1981 - 1983 Bachelor's degree, MBA, CFP, CIM, ... in Financial Planning & Portfolio Manager @ Wilfrid Laurier University. With a robust skill set that includes Portfolio Management, Investment Strategies, Equities, Asset Allocation, Wealth Management and more. Brian Mercer has 1 emails and 1 mobile phone numbers on RocketReach.
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