Brian Ward Email & Phone Number
Senior Investment Advisor @ Wealthcare
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brian Ward Location
- Philadelphia, PA, US
Brian Ward Work
- Senior Investment Advisor @ (January 2024 - Present)
- Managing Partner, Head of Advisor Distribution @ (January 2007 - January 2023)
- Head of Institutional Consulting @ (January 2006 - January 2007)
- Divisional Sales Director @ (January 2004 - January 2006)
- Director of Institutional Consulting @ (January 2002 - January 2004)
- Institutional Services Manager @ (January 2001 - January 2002)
- Institutional Consulting Analyst @ (January 1999 - January 2001)
- Technical Analyst @ (January 1997 - January 1999)
- Sales Support Specialist @ (January 1995 - January 1997)
Brian Ward Education
- University of Delaware
MBA (Finance)
1996-1998 - University of Delaware
BS (Finance)
1991-1995
Brian Ward Skills
- Alternative Investments
- Asset Management
- Asset Allocation
- Investments
- Mutual Funds
- Portfolio Management
- Hedge Funds
- Equities
- Wealth Management
- Investment Strategies
- Fixed Income
- Securities
- Investment Management
- Investment Advisory
- Financial Services
Brian Ward Summary
- Brian Ward, based in Philadelphia, PA, US, is currently a Senior Investment Advisor at Wealthcare. Brian Ward brings experience from previous roles at Chartwell Investment Partners, UBS Wealth Management and Morgan Stanley. Brian Ward holds a 1996 - 1998 MBA in Finance @ University of Delaware. With a robust skill set that includes Alternative Investments, Asset Management, Asset Allocation, Investments, Mutual Funds and more. Brian Ward has 1 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Brian Ward?
Find contact details for 700 million professionals.
Top Wealthcare Employees
Jeffrey Leighton
Head of Sales
Midlothian, VA, US
Kevin London
SVP, Advisor
Vero Beach, FL, US
Brandy Weiberg
Managing Director - Head of Operations
Milwaukee, WI, US
Nicholas Mitchell
Director of Trading
Midlothian, VA, US
Alicia Lugg
Director, Training and Project Management
Toano, VA, US
Eric Yancey
Chief Technology Officer
Elkton, VA, US
Kimberly Nichols
Director of Portfolio Operations
Richmond, VA, US
Scott Davison
Financial Planner, CFP®, CPA
Grand Rapids, MI, US
Jim Madden
Private Wealth Manager
Wayne, PA, US
Gregory Michaels
Vice President Corporate Development
United States
Tameron Keyes
Financial Advisor
Beverly Hills, CA, US
Matt Regan
President
Philadelphia, PA, US
Brian Ward
Senior Investment Advisor
Philadelphia, PA, US
Tom Roberts
Managing Director - Sales & Recruiting
Dallas, TX, US
Garrett Wirwille
VP
Richmond, VA, US
Ken Kideckel
Portfolio Manager
Bryn Athyn, PA, US
Jim Krause
Chief Compliance Officer
Philadelphia, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co