Brian Sommers's Location
Sewickley, PA, US
Brian Sommers's Work
- Principal, Chief Investment Officer @ HBKS Wealth Advisors
- Director of Asset Management @ HBKS Wealth Advisors
- Board Member @ Boulder Crest Retreat for Wounded Warriors
- Director and Portfolio Manager @ Fusion Investment Group, LLC
- Chief Investment Officer @ McKinley Carter Investment Management
- Director of Equities @ MDL Capital Management
Brian Sommers's Education
- University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA (Finance, General)
1992 - 1994 - Indiana University of Pennsylvania
Bachelor of Arts (B.A.) (Economics)
1981 - 1985
Brian Sommers's Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Income
- Bonds
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
Brian Sommers's Summary
Brian Sommers, based in Sewickley, PA, US, is currently a Principal, Chief Investment Officer at HBKS Wealth Advisors, bringing experience from previous roles at HBKS Wealth Advisors, Boulder Crest Retreat for Wounded Warriors, Fusion Investment Group, LLC and McKinley Carter Investment Management. Brian Sommers holds a 1992 - 1994 MBA in Finance, General @ University of Pittsburgh - Joseph M. Katz Graduate School of Business. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Fixed Income, Bonds and more, Brian Sommers contributes valuable insights to the industry. Brian Sommers has 3 emails and 1 mobile phone number on RocketReach.
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