Brian Nagle Location
Boston, MA, US
Brian Nagle Work
- 2024 - now Senior Managing Director @ Citizens Private Wealth
- 2000 - 2024 Adjunct Professor Sawyer School of Management @ Suffolk University
- 2023 - 2024 Managing Director, Wealth Partner @ J.P. Morgan
- 2007 - 2024 Co-Founder @ Family Business Association
- 2013 - 2023 Managing Director @ First Republic Private Wealth Management
- 2000 - 2013 Vice President @ BNY
- 1999 - 2000 Manager @ EY
- 1998 - 1999 Senior Consultant @ Deloitte
- 1995 - 1998 Tax Senior @ Arthur Andersen (1885 -> 2002) Official
- 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
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 2 mobile phone numbers on RocketReach.
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Top Citizens Private Wealth Employees
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Rick Suarez
Chief Executive Officer at Citizens Private Wealth
New York, NY, US23 -
25+
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Nicholas Pirrotta
Managing Director at Citizens Private Wealth
New York, NY, US33 -
21
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Stephen Delgado
Managing Director at Citizens Private Wealth
New York, NY, US14 -
Michael Hans
Chief Investment Officer at Citizens Private Wealth
Tarrytown, NY, US23 -
Tara Corcelli
Vice President at Citizens Private Wealth
Providence, RI, US25 -
Scott Lieb
Vice President at Citizens Private Wealth
Denver, CO, US11 -
12
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22
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32
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Robert Varriano
Managing Director at Citizens Private Wealth
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Derek Engen
Managing Director at Citizens Private Wealth
San Francisco, CA, US11
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