Brian Brill, Cfa Email & Phone Number

Experienced Investments Manager with a strong background in portfolio management, investment planning, and client relations. Adept at leading teams to achieve strategic goals and ensuring compliance with regulatory requirements. Skilled in risk management, financial market analysis, and business plan management. I have a broad knowledge of financial industry markets and products and I am thoroughly familiar with investment risk management, modern portfolio theory, and behavioral finance. I have the traditional skills to understand the implications of market events but the interpersonal skills to relate that to others, be it clients, upper management or peers. I function efficiently and effectively under deadlines and stress while maintaining a professional and mature demeanor. I have a confidence and passion that incorporates an element of diligence and perseverance, a psychological perspective that create a willingness to understand the markets and expectations around it.I have a history of successful portfolio management accomplishments from an institutional and private client perspective. Skilled in investment simulation, portfolio modeling and construction, asset allocation and location, individual securities analysis, mutual fund analysis, trust management and staff / client training.Having superior client relationship abilities along with well-developed communication skills, I also have the ability to maintain positive relations with internal and external clients along with contacts in the investment community.Excellent management skills, possessing the ability to plan, organize, and delegate while showing the flexibility to embrace change. Having the ability to create and articulate a compelling vision for the future while instilling an ethical culture, I am able to create an atmosphere of cognitive diversity to overcome the risks of groupthink. Additionally, I have the ability to implement soft skills and create partnerships. Finally, I have a strong understanding of corporate governance regulations in a fiduciary environment.

Listed skills include Portfolio Management, Investments, Asset Management, Fixed Income, and 17 others.

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  University Of South Florida

  Finance, General