Senior Advisory Consultant @ (May 2025 - February 2026)
Director of Advisory Consulting @ (June 2018 - April 2025)
Regional Advisory Consultant @ (June 2011 - June 2018)
Senior Research Analyst and Wealth Management @ (April 2007 - June 2011)
Private Client Relationship Manager @ (June 1999 - September 2006)
Brian Overton Education
Saint Joseph's University
Bachelor of Science - BS (Finance)
Brian Overton Summary
Brian Overton, based in Philadelphia, PA, US, is currently a Director, Advisory Consulting at Vestmark. Brian Overton brings experience from previous roles at Vestmark and Janney Montgomery Scott LLC. Brian Overton holds a Bachelor of Science - BS in Finance @ Saint Joseph's University. Brian Overton has 1 emails on RocketReach.
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