Brian Bond, Cmt Email & Phone Number

Passionate finance professional with a Masters of Business Administration (MBA) and a certificate in Financial Planning from Boston University. Holder of the Chartered Market Technician® (CMT) credential - the preeminent, global designation for practitioners of technical analysis. Awarded to those who demonstrate a mastery of a core body of knowledge of investment risk in portfolio management settings. FINRA Series 65 Investment Advisor License holder with over ten years of corporate finance experience in the luxury hotel business and five years as an Adjunct Professor of Finance & Accounting at Boston University’s School of Hospitality Administration. When I’m not helping clients navigate their financial lives, researching the equity markets, or writing about current trends, you can typically find me snowboarding, playing hockey, or up in New Hampshire with my family (and English Lab Monty) on Lake Winnipesaukee.

Listed skills include Forecasting, Budgets, Financial Reporting, Financial Analysis, and 34 others.