Partner
Current
Jan 2022 - Present
AeroLeads people directory · profile
Brian Gift, Cfa Email & Phone Number
Partner
at
MBL Advisors Inc
1 work email found
@ustrust.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Who is Brian Gift, Cfa? Overview
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Quick answer
Brian Gift, Cfa is listed as Partner at MBL Advisors Inc, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ustrust.com and a matched LinkedIn profile for Brian Gift, Cfa.
Brian Gift, Cfa previously worked as Managing Director at Mbl Advisors Inc and Senior Vice President, Portfolio Manager at U.S. Trust. Brian Gift, Cfa holds Bachelor Of Science - Bs, Business Administration; Finance from Elon University.
Company email context
Email format at MBL Advisors Inc
This section adds company-level context without repeating Brian Gift, Cfa's masked contact details.
*@ustrust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brian Gift, Cfa. Compare company email patterns before reaching out.
Profile bio
About Brian Gift, Cfa
MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal. We have learned that each client has a distinct purpose that defines who they are, what they do, and ultimately the impact they will make in relation to their family, business, and community. We provide objective advice to our clients in the areas of Business Exit Planning, Wealth Management, Executive and Corporate Retirement Benefits and Private Client Insurance Solutions crafting innovative strategies designed to accumulate, manage and preserve balance sheet wealth spanning their businesses and personal estates.Social Media Disclaimers: https://goo.gl/6Mt7yU Securities and investment advisory services offered through M Holdings Securities, Inc, a registered broker dealer and investment advisor. MBL advisors is separately owned and operated.
Current workplace
Brian Gift, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Brian Gift, Cfa work experience
A career timeline built from the work history available for this profile.
Managing Director
Aug 2018 - Dec 2021
Senior Vice President, Portfolio Manager
Apr 2012 - Aug 2018
Assistant Vice President, Portfolio Manager Associate
Jun 2006 - Mar 2012
1 education record
Brian Gift, Cfa education
FAQ
Frequently asked questions about Brian Gift, Cfa
Quick answers generated from the profile data available on this page.
What company does Brian Gift, Cfa work for?
Brian Gift, Cfa works for MBL Advisors Inc.
What is Brian Gift, Cfa's role at MBL Advisors Inc?
Brian Gift, Cfa is listed as Partner at MBL Advisors Inc.
What is Brian Gift, Cfa's email address?
AeroLeads has found 1 work email signal at @ustrust.com for Brian Gift, Cfa at MBL Advisors Inc.
Where is Brian Gift, Cfa based?
Brian Gift, Cfa is based in Charlotte, North Carolina, United States while working with MBL Advisors Inc.
What companies has Brian Gift, Cfa worked for?
Brian Gift, Cfa has worked for Mbl Advisors Inc and U.S. Trust.
How can I contact Brian Gift, Cfa?
You can use AeroLeads to view verified contact signals for Brian Gift, Cfa at MBL Advisors Inc, including work email, phone, and LinkedIn data when available.
What schools did Brian Gift, Cfa attend?
Brian Gift, Cfa holds Bachelor Of Science - Bs, Business Administration; Finance from Elon University.
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