Brian Ward Email & Phone Number
Senior Investment Advisor @ Wealthcare
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Brian Ward Location
- Philadelphia, PA, US
Brian Ward Work
- 2024 -now Senior Investment Advisor @
- 2007 -2023 Managing Partner, Head of Advisor Distribution @
- 2006 -2007 Head of Institutional Consulting @
- 2004 -2006 Divisional Sales Director @
- 2002 -2004 Director of Institutional Consulting @
- 2001 -2002 Institutional Services Manager @
- 1999 -2001 Institutional Consulting Analyst @
- 1997 -1999 Technical Analyst @
- 1995 -1997 Sales Support Specialist @
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.
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