2016 -2021 Senior Portfolio Manager - Asset Allocation and Manager Research @
2010 -2016 Senior Research Analyst @
2003 -2010 Research Analyst @
1998 -2001 Assistant Chief, Waterways Management @ U.S. Coast Guard First District
1996 -1998 Operations Officer and Deck Watch Officer @ U.S. Coast Guard Cutter PAPAW
Brian Storey Education
Duke University - The Fuqua School of Business
MBA (Finance)
2001-2003
US Coast Guard Academy
B.S. (Management)
1992-1996
Brian Storey Skills
Portfolio Management
Investments
Asset Allocation
Asset Management
Wealth Management
Equities
Investment Management
Investment Strategies
Mutual Funds
Financial Analysis
Financial Modeling
Equity Research
Capital Markets
Alternative Investments
Financial Markets
Private Equity
Due Diligence
Quantitative Analytics
Bloomberg
Portfolio Optimization
ETFs
Brian Storey Summary
Brian Storey, based in Raleigh, NC, US, is currently a Head of Multi-Asset Strategies at Brinker Capital Investments. Brian Storey brings experience from previous roles at Brinker Capital Investments and First Citizens Bank. Brian Storey holds a 2001 - 2003 MBA in Finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Portfolio Management, Investments, Asset Allocation, Asset Management, Wealth Management and more. Brian Storey has 3 mobile phone numbers on RocketReach.
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