Chief Compliance Officer, Portfolio Manager
CurrentCompliance, portfolio management and managing client relationships.
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@smith-salley.com
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2 phones found area 336
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LinkedIn matched
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Brian May is listed as Chief Compliance Officer, Portfolio Manager at Smith Salley Wealth Management, a with 9 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at smith-salley.com, phone signal with area code 336, and a matched LinkedIn profile for Brian May.
Brian May previously worked as Senior Portfolio Manager at Jonathan Smith & Co., Investment Counsel and Associate at Jonathan Smith & Co., Investment Counsel. Brian May holds Bsba, Business And Religious Studies from Appalachian State University.
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AeroLeads found 1 current-domain work email signal for Brian May. Compare company email patterns before reaching out.
Brian May is a Chief Compliance Officer, Portfolio Manager at Smith Salley Wealth Management. He possess expertise in investment management, financial advice, client interfacing, asset allocation, research and 9 more skills.
Listed skills include Investment Management, Financial Advice, Client Interfacing, Asset Allocation, and 10 others.
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Compliance, portfolio management and managing client relationships.
Greensboro/Winston-Salem, North Carolina Area
Responsible for overseeing the firm's investment processes, executing the firm wide investment strategy and managing client relationships.
Maintain client files and records, network administration, general research and administrative duties.
Other employees you can reach at smith-salley.com. View company contacts for 9 employees →
Nadi Tadros
Colleague at Smith Salley Wealth ManagementUnited States
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Scott Batchelor
Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States
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Gregory Smith
Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States
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Mcbee Lucius
Colleague at Smith Salley Wealth ManagementGreensboro--Winston-Salem--High Point Area, United States
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GW
George Wyatt
Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States
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Pasquale Errichiello, Cfp®, Mba
Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States
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SB
Shannon Burgett, Cfp®
Colleague at Smith Salley Wealth ManagementCharlotte Metro, United States
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JC
Jacob Collinsworth Mba, Cfp®
Colleague at Smith Salley Wealth ManagementUnited States
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AD
Andrew Donovan, Cfp ®
Colleague at Smith Salley Wealth ManagementGreensboro, North Carolina, United States
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Matthew Staley
Colleague at Smith Salley Wealth ManagementWinston-Salem, North Carolina, United States
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Activities and Societies: Theta Phi Honor SocietyThis was a wonderful experience that confirmed both my love for learning and my desire.
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Brian May works for Smith Salley Wealth Management.
Brian May is listed as Chief Compliance Officer, Portfolio Manager at Smith Salley Wealth Management.
AeroLeads has found 1 work email signal at @smith-salley.com for Brian May at Smith Salley Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 336 for Brian May at Smith Salley Wealth Management.
Brian May is based in Greensboro, North Carolina, United States while working with Smith Salley Wealth Management.
Brian May has worked for Smith Salley Wealth Management and Jonathan Smith & Co., Investment Counsel.
Brian May's colleagues at Smith Salley Wealth Management include Nadi Tadros, Scott Batchelor, Gregory Smith, Mcbee Lucius, and George Wyatt.
You can use AeroLeads to view verified contact signals for Brian May at Smith Salley Wealth Management, including work email, phone, and LinkedIn data when available.
Brian May holds Bsba, Business And Religious Studies from Appalachian State University.
Brian May is listed with skills including Investment Management, Financial Advice, Client Interfacing, Asset Allocation, Research, Portfolio Management, Asset Management, and Investments.
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