Brian Nagle Email & Phone Number
Senior Managing Director @ Citizens Private Wealth
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Brian Nagle Location
- Boston, MA, US
Brian Nagle Work
- 2024 -now Senior Managing Director @
- 2000 -2024 Adjunct Professor Sawyer School of Management @
- 2023 -2024 Managing Director, Wealth Partner @
- 2007 -2024 Co-Founder @ Family Business Association
- 2013 -2023 Managing Director @
- 2000 -2013 Vice President @
- 1999 -2000 Manager @
- 1998 -1999 Senior Consultant @
- 1995 -1998 Tax Senior @
- 1989 -1990 Account Manager @ John W. Henry & Company, Inc.
Brian Nagle Education
- Harvard Law School
Program of Instruction For Lawyers
1999-1999 - Georgetown Law
Master of Laws (Taxation)
1993-1994 - Georgetown Law
Certificate in Employee Benefits (Law)
1993-1994 - Ohio Northern University—Claude W. Pettit College of Law
Juris Doctor (Law)
1990-1993 - Fairfield University
Bachelor of Arts (Economics)
1985-1989
Brian Nagle Skills
- Investments
- Estate Planning
- Alternative Investments
- Asset Management
- Securities
- Mergers & Acquisitions
- Venture Capital
- Due Diligence
- Mergers
- Portfolio Management
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Tax
- Investment Strategies
- Mergers and Acquisitions
Brian Nagle Summary
- Brian Nagle, based in Boston, MA, US, is currently a Senior Managing Director at Citizens Private Wealth. Brian Nagle brings experience from previous roles at Suffolk University, J.P. Morgan, Family Business Association and First Republic Private Wealth Management. Brian Nagle holds a 1999 - 1999 Program of Instruction For Lawyers @ Harvard Law School. With a robust skill set that includes Investments, Estate Planning, Alternative Investments, Asset Management, Securities and more. Brian Nagle has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Citizens Private Wealth Employees
Paul Hagen
Senior Vice President - Senior Investment Manager
Philadelphia, PA, US
Joan Bozek
Chief Fiduciary Officer and Head of Wealth Trust
Boston, MA, US
Mike Shayestehfar
Managing Director, Private Wealth Manager
Los Angeles, CA, US
Les Satlow
Senior Vice President, Investment Manager
Andover, MA, US
Matthew Smith
Investment Manager, Vice President
Boston, MA, US
Rod Olea
Managing Director - Head of Fixed Income
San Francisco, CA, US
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