Brian Wubbe's Location
New York, New York, United States
Brian Wubbe's Work
- Investment Consultant @ Orion Brinker Capital
- Senior Internal Marketing Consultant @ Toews Asset Management
- Vice President, Multi-Discipline Sales Officer @ Institutional Advisors/National Penn Investment Trust Company
- Internal Marketing Consultant and Managed Account Specialist @ Macquarie Group
- Research Analyst @ Janney Montgomery Scott LLC
- Regional Sales Director @ PFPC Managed Account Services
- Business Development and Institutional Sales Representative @ BNP Paribas Asset Management
- Financial Advisor @ Signator Investors, Inc.
Brian Wubbe's Education
- Penn State University
Bachelor of Arts (Liberal Arts, Liberal Studies)
1993 - 1998
Brian Wubbe's Skills
- Mutual Funds
- Asset Allocation
- Investments
- Leadership
- Separately Managed Accounts
- Retirement Planning
- Financial Services
- Series 63
- Insurance
- Series 6
Brian Wubbe's Summary
Brian Wubbe, based in New York, New York, United States, is currently a Investment Consultant at Brinker Capital, bringing experience from previous roles at Toews Corporation, Institutional Advisors/National Penn Investment Trust Company, Macquarie Group and Janney Montgomery Scott LLC. Brian Wubbe holds a 1993 - 1998 Bachelor of Arts in Liberal Arts, Liberal Studies @ Penn State University. With a robust skill set that includes Mutual Funds, Asset Allocation, Investments, Leadership, Separately Managed Accounts and more, Brian Wubbe contributes valuable insights to the industry. Brian Wubbe has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Brian Wubbe you were looking for?
Find contact details for 700 million professionals.
Top Orion Brinker Capital Employees
-
ViewAmy Magnotta
Senior Vice President, Head of Discretionary Portfolios at Orion Brinker Capital
Malvern, Pennsylvania, United States23 -
34
-
35+
-
12
-
13
-
14
-
14
-
21
-
ViewThomas McNeil
Divisional Vice President at Orion Brinker Capital
Southampton, Pennsylvania, United States22 -
ViewLara Coviello
Vice President, Senior Portfolio Manager at Orion Brinker Capital
Philadelphia, Pennsylvania, United States11 -
12
-
11
-
ViewSheila Bonitz
Senior Vice President, Head of Investment Products at Orion Brinker Capital
Philadelphia, Pennsylvania, United States13 -
ViewDavid Rosenblum
Portfolio Manager at Orion Brinker Capital
Philadelphia, Pennsylvania, United States22 -
View
Leigh Lowman
Senior Portfolio Manager at Orion Brinker Capital
Collegeville, Pennsylvania, United States22 -
32
-
35
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
