Brian Marvin

Brian Marvin Email and Phone Number

Senior Wealth Advisor & Principal at AlphaCore Wealth Advisory @ AlphaCore Wealth Advisory
Brian Marvin's Location
San Diego Metropolitan Area, United States, United States
Brian Marvin's Contact Details
About Brian Marvin

With trusted client relationships as the foundation of my success. I am constantly focused on understanding my clients’ needs, acting in their best interest, and respecting their time. ► EXPERTISE Consultant Relations | Investor Relations | Client Relationship Management | Business Development | International Markets | Marketing | Client Service | Hedge Fund & Long-Only Strategies | U.S. Equities | International & Emerging Markets (Europe, Asia, LatAm)► CORE STRENGTHSRELATIONSHIP MANAGEMENT: ▪ relationship development with top-tier consultants ▪ client retention during periods of underperformanceCOMMUNICATION: ▪ investment/risk philosophy, process, & performance ▪ finals presentationsLEADERSHIP: ▪ managing analysts & client service professionals ▪ serving as a member of fund, community, & university boards

Brian Marvin's Current Company Details
AlphaCore Wealth Advisory

Alphacore Wealth Advisory

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Senior Wealth Advisor & Principal at AlphaCore Wealth Advisory
Brian Marvin Work Experience Details
  • Alphacore Wealth Advisory
    Senior Wealth Advisor
    Alphacore Wealth Advisory Jun 2020 - Present
    La Jolla, Ca, Us
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  • Globeflex Capital
    Vice President Client Service & Marketing
    Globeflex Capital Nov 2016 - May 2020
    San Diego, California, Us
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  • Marvin & Palmer Associates
    Principal, Client Service And Marketing
    Marvin & Palmer Associates Mar 2002 - Mar 2016
    Wilmington, Delaware, Us
    Representing the firm’s large cap-growth strategies—including Asia Long/Short Equity, Emerging Markets Equity, Global Equity, and U.S. Equity—lead business development, client service, and marketing departments.Oversee consultant and client coverage across U.S. (East and West Coasts and Southeast), Europe, and Latin America. Spearhead investor-relations efforts from initial contact through ongoing client service, including communicating with consultants, clients, and prospects regarding the firm’s investment philosophy, processes, risk, holdings, and past performance.Serve as a board member to Marvin & Palmer’s Asia Long/Short Equity Hedge Fund and the firm’s Dublin-based Emerging Markets Equity Fund.
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  • Lehman Brothers
    European Institutional Equity Sales
    Lehman Brothers Apr 2000 - Mar 2002
    Us
    Hired to provide coverage of European products for Midwest clients who had been struggling under New York coverage. Managed the Midwest international sales team, supervising two direct reports, including an Asian equity salesperson. Across all accounts, provided high-touch service and brought sales broker votes into line with research votes.
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  • Paine Webber
    U.S. Institutional Sales
    Paine Webber Apr 1998 - Mar 2000
    Us
    Presented clients with research ideas, market color, analyst visits, portfolio updates, and IPO roadshow access. Improved several critical client relationships.
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  • Peregrine Brokerage Inc.,
    Asian Institutional Sales
    Peregrine Brokerage Inc., Jun 1997 - Mar 1998
    Covering clients in San Diego and San Francisco, specialized in Singapore and Malaysia, with secondary coverage of Hong Kong, Thailand, Taiwan, Korea, and Indonesia. Covered key client relationships before the Asian investment crisis of 1997 led to Peregrine’s collapse.
  • Lombard Odier Darier Hentsch & Cie
    European Institutional Equity Sales
    Lombard Odier Darier Hentsch & Cie Aug 1995 - Jun 1997
    Geneva, Ch
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Brian Marvin Skills

Equities Investments Hedge Funds Alternative Investments Asset Management Asset Allocation Capital Markets Investment Management Financial Services Investment Strategies Securities Financial Modeling Business Development Marketing Strategy Consultant Relations Investor Relations Client Relationship Management Client Service International Capital Markets Emerging Markets

Brian Marvin Education Details

  • Carleton College
    Carleton College
    Political Science
  • Alfred Lerner College Of Business & Economics At University Of Delaware
    Alfred Lerner College Of Business & Economics At University Of Delaware
    Mba
  • Carleton College
    Carleton College

Frequently Asked Questions about Brian Marvin

What company does Brian Marvin work for?

Brian Marvin works for Alphacore Wealth Advisory

What is Brian Marvin's role at the current company?

Brian Marvin's current role is Senior Wealth Advisor & Principal at AlphaCore Wealth Advisory.

What is Brian Marvin's email address?

Brian Marvin's email address is bm****@****cap.com

What is Brian Marvin's direct phone number?

Brian Marvin's direct phone number is (858) 658*****

What schools did Brian Marvin attend?

Brian Marvin attended Carleton College, Alfred Lerner College Of Business & Economics At University Of Delaware, Carleton College.

What skills is Brian Marvin known for?

Brian Marvin has skills like Equities, Investments, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Capital Markets, Investment Management, Financial Services, Investment Strategies, Securities, Financial Modeling.

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