Brian Boland Email & Phone Number

Hartford, Ct, Us

Hartford, Connecticut Area

BellSimons is a family owned distributor of heating, air conditioning, plumbing and refrigeration equipment and related parts and supplies in the HVAC/R industry, operating over 30 locations throughout New England and New York.

Serve in combined analytical and technological roles for this award-winning independent, fee-only investment advisory firm serving fiduciary clients, including pension and defined contribution retirement plans, endowments and foundations, and wealthy families. The firm’s clients hold plans which range from $5 million to $1.2 billion.~Recruited as one of the initial employee group. Consistently contributed to FIA’s success, which includes a tripling of employees (to 36), and a growth from start-up to nearly $20 billion in assets within five years.~As Research Analyst, conduct ongoing, monthly and quarterly analyses of assigned client accounts. Reconcile data from multiple feeds. Review and finalize a variety of metrics. Reports are given in a timely manner to Investment Consultant for review, commentary and distribution to the client. The accuracy of this information is paramount, as these reports are the most significant reporting tool for clients. Manage a base of 30 client accounts.~As IT Manager, ensure the smooth and effective operation of the company’s information and communications technological infrastructure. This involves 35 workstations, peripherals and PDA’s. Pro-actively manage technology. Upgrade software and operating systems. Perform nightly backup. Ensure security of the system.Communicate and collaborate with vendors and outside IT consultant.

Worked with the PRIME Asset Consulting group providing analytical and client support functions essentially as described with Fiduciary Investment Advisors.~Gained knowledge of the structure and performance of defined benefit plans.~Recruited by the firm’s principals among the eleven individuals who left UBS/Prime Asset Consulting (above) to form Fiduciary Investment Advisors.

Master Of Business Administration (M.B.A.), Business Administration And Management

Bachelor Of Science, Economics