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@cambridgetrust.com
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4 phones found area 978 and 617
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LinkedIn matched
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Brian Sokolowski, Cfa is listed as Managing Partner and CIO at Bluebird Wealth Management at Bluebird Wealth Management, based in Greater Boston, United States. AeroLeads shows a work email signal at cambridgetrust.com, phone signal with area code 978, 617, and a matched LinkedIn profile for Brian Sokolowski, Cfa.
Brian Sokolowski, Cfa previously worked as Managing Partner and CIO at Bluebird Wealth Management and SVP, Portfolio Manager, Head of Equities at Cambridge Trust Company. Brian Sokolowski, Cfa holds Mba, Finance, General from Babson College - Franklin W. Olin Graduate School Of Business.
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AeroLeads found 3 current-domain work email signals for Brian Sokolowski, Cfa. Compare company email patterns before reaching out.
I started Bluebird Wealth Management with the goal of delivering independent, fee-only wealth management to high net worth and individual clients, in both the retirement and wealth accumulation phases of their lives. We provide personalized and rigorous investment management, integrated with a comprehensive financial plan, enabled by technology.https://www.bluebirdwealthmanagement.com
Listed skills include Equities, Portfolio Management, Financial Modeling, Investments, and 13 others.
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Greater Boston Area
Bluebird Wealth Management is a Massachusetts Registered Investment Advisor (RIA) delivering independent and personalized investment management, tightly integrated with comprehensive financial planning to individuals and institutions.
Boston, Ma
-Led equity research effort for $3B+ AUM wealth management firm-Managed the firm’s flagship core equity strategy with $1B+ in assets-Developed and managed the firm’s mid cap equity strategy -Client portfolio manager for select high net worth, family, and institutional accounts-Leading member of the firm’s investment strategy committee
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Brian Sokolowski, Cfa works for Bluebird Wealth Management.
Brian Sokolowski, Cfa is listed as Managing Partner and CIO at Bluebird Wealth Management at Bluebird Wealth Management.
AeroLeads has found 3 work email signals at @cambridgetrust.com for Brian Sokolowski, Cfa at Bluebird Wealth Management.
AeroLeads has found 4 phone signal(s) with area code 978, 617 for Brian Sokolowski, Cfa at Bluebird Wealth Management.
Brian Sokolowski, Cfa is based in Greater Boston, United States while working with Bluebird Wealth Management.
Brian Sokolowski, Cfa has worked for Bluebird Wealth Management, Cambridge Trust Company, and Fidelity Investments.
You can use AeroLeads to view verified contact signals for Brian Sokolowski, Cfa at Bluebird Wealth Management, including work email, phone, and LinkedIn data when available.
Brian Sokolowski, Cfa holds Mba, Finance, General from Babson College - Franklin W. Olin Graduate School Of Business.
Brian Sokolowski, Cfa is listed with skills including Equities, Portfolio Management, Financial Modeling, Investments, Asset Management, Equity Research, Bloomberg, and Financial Analysis.
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