Head of Discretionary Portfolios @ (October 2022 - April 2023)
Senior Portfolio Manager @ (April 2022 - September 2022)
Senior Portfolio Manager - Asset Allocation and Manager Research @ (January 2016 - November 2021)
Senior Research Analyst @ (April 2010 - January 2016)
Research Analyst @ (June 2003 - April 2010)
Assistant Chief, Waterways Management @ U.S. Coast Guard First District (August 1998 - May 2001)
Operations Officer and Deck Watch Officer @ U.S. Coast Guard Cutter PAPAW (June 1996 - August 1998)
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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