Brian J. Durkin

Brian J. Durkin Email and Phone Number

Chief Compliance Officer @ GFP Private Wealth
Boston, MA, US
Brian J. Durkin's Location
Greater Boston, United States
Brian J. Durkin's Contact Details

Brian J. Durkin work email

Brian J. Durkin personal email

n/a
About Brian J. Durkin

Brian J. Durkin is a Chief Compliance Officer at GFP Private Wealth.

Brian J. Durkin's Current Company Details
GFP Private Wealth

Gfp Private Wealth

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Chief Compliance Officer
Boston, MA, US
Brian J. Durkin Work Experience Details
  • Gfp Private Wealth
    Chief Compliance Officer
    Gfp Private Wealth
    Boston, Ma, Us
    View
  • Gries Financial Partners
    Chief Compliance Officer
    Gries Financial Partners May 2024 - Present
    Massachusetts, United States
    Chief Compliance Officer for Gries Financial Partners (GFP) while serving as the Director of Compliance for parent company The 4100 Group Financial Services (4100FS).
    View
  • Lake Street Advisors
    Chief Compliance Officer & Chief Financial Officer
    Lake Street Advisors Sep 2017 - May 2024
    Boston, Ma & Portsmouth, Nh
    For almost 7 years I was the Chief Compliance Officer and Chief Financial Officer for Lake Street Advisors while serving on the Leadership Team and contributing to other areas of the firm's business operations and information systems. I earned both the FINRA Series 65 Licensing, the Uniform Investment Advisor Law Examination and the IACCP, Investment Adviser Certified Compliance Professional designation sponsored by NRS COMPLY & the Investment Adviser Association (IAA).
    View
  • Adviser Investments
    Business Strategy & Compliance
    Adviser Investments Feb 2017 - Jul 2017
    Newton, Ma
    Adviser Investments, LLC acquired Braver Wealth Management, LLC on February 1, 2017 including the asset management division Braver Capital Management.
    View
  • Braver Capital Management (Braver Wealth Management, Llc)
    Chief Compliance Officer
    Braver Capital Management (Braver Wealth Management, Llc) Mar 2015 - Jul 2017
    Needham, Massachusetts, United States
    Chief Compliance Officer
  • Ss&C Portia
    Director Of Operations
    Ss&C Portia Nov 2013 - Feb 2015
    Boston, Ma
    Business Development & Head of Operations for the SS&C PORTIA Hosting & Business Process Outsourcing (BPO) Service for Institutional Money Managers
  • Congress Asset Management
    Director Of Operations & Compliance
    Congress Asset Management Mar 2007 - Jul 2013
    Boston, Ma
    Chief Operating Officer responsible for Operations, Compliance, Equity Trading & Settlements, Mutual Fund Administration, Systems, Private Equity Operations, and Administration
    View
  • Cadence Capital Management
    Director Of Operations & Treasurer
    Cadence Capital Management Feb 2001 - May 2006
    Boston, Ma
    Head of Operations and Chief Financial Officer
  • Thomson Financial - Portia
    New England Sales Manager
    Thomson Financial - Portia Feb 1999 - Jan 2001
    Boston, Ma
    Consultative Sales & Service for PORTIA Porftolio Management & Accounting Software and OpenTrader Trade Order Management Software
  • Interlynx Technology
    Project Manager & Territory Sales Manager
    Interlynx Technology May 1994 - Nov 1999
    Boston, Ma And San Francisco, Ca
    Project Management & Business Development for Voice and Web Based Self Service Software and Professional Services Engagements
  • Putnam Investments
    Team Leader
    Putnam Investments Jul 1992 - Apr 1994
    Quincy, Ma
    Operations Manager in the 401(k) Retirement Business
  • Fidelity Investments
    Account Manager
    Fidelity Investments Jul 1989 - Jun 1992
    Boston, Ma & Cincinnati, Oh
    Auditor and Relationship Manager in the 401(k) Retirement Business

Brian J. Durkin Education Details

Frequently Asked Questions about Brian J. Durkin

What company does Brian J. Durkin work for?

Brian J. Durkin works for Gfp Private Wealth

What is Brian J. Durkin's role at the current company?

Brian J. Durkin's current role is Chief Compliance Officer.

What is Brian J. Durkin's email address?

Brian J. Durkin's email address is du****@****set.com

What schools did Brian J. Durkin attend?

Brian J. Durkin attended University Of Massachusetts, Amherst, Cohasset High School.

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