Brian Hope

Brian Hope Email and Phone Number

CFO at North Bristol Partners @
Brian Hope's Location
Los Angeles Metropolitan Area, United States
Brian Hope's Contact Details

Brian Hope personal email

n/a

Brian Hope phone numbers

About Brian Hope

Brian Hope has more than 20 years of experience working with affluent families as a Family Office executive. Brian joined MA Wealth Management as controller in 1996, became a portfolio manager in 1998, and was promoted to deputy director and chief investment officer in 2002. He also has served as chief financial officer for several private foundation clients of MA Wealth Management. Brian has extensive experience in trust administration, with an emphasis on charitable trusts, as well as fixed-income management for high net worth families. He earned a degree in finance, real estate, and law from California State Polytechnic University. Brian lives in Alta Loma with his wife Karen and three sons.Specialties: Trust Administration, Charitable Trusts, Fixed-Income Management, Finance, Real Estate & Law, Family Office, Wealth Management, Risk Management, Asset Allocation, Estate Planning, Tax Planning, Fiduciary, Charitable Giving, Family Office

Brian Hope's Current Company Details
North Bristol Partners

North Bristol Partners

CFO at North Bristol Partners
Brian Hope Work Experience Details
  • North Bristol Partners
    Chief Financial Officer
    North Bristol Partners Sep 2015 - Present
    Santa Monica, California
  • Robert Gumbiner Foundation
    Chief Financial Officer
    Robert Gumbiner Foundation Jan 2009 - Sep 2015
    Long Beach Ca
  • Ma Wealth Management
    Deputy Director Of Family Office Services & Chief Investment Officer
    Ma Wealth Management Oct 2002 - Sep 2015
    Greater Los Angeles Area
    In his current position, Brian heads up Portfolio Management activities at MA Wealth. He has also served in a senior management role with the single family office and as CFO for charitable entities. His duties have included developing tax and estate planning strategies, administering numerous trust entities including charitable remainder trusts, and providing extensive risk management support to clients.
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  • Management Activities
    Portfolio Manager
    Management Activities 1998 - 2002
    Greater Los Angeles Area
    In his role as Portfolio Manager, Brian managed the fixed income investments for the single family office, including taxable and non taxable entities, and was responsible for consolidated investment return analysis as well as directing the family office accounting staff.
  • Management Activities
    Controller
    Management Activities 1996 - 1998
    Greater Los Angeles Area
    As Controller, Brian was responsible for all accounting operations for a single family office, generating consolidated weekly and monthly reporting, as well as handling all cash management activities.

Brian Hope Skills

Wealth Management Investments Asset Allocation Portfolio Management Finance Fixed Income Risk Management Asset Management Estate Planning Financial Planning Financial Advisory Financial Planners Strategic Planning Financial Analysis Wealth High Net Worth Individuals Investment Advisory Charitable Giving Charitable Trusts Wealth Transfer Retirement Planning Endowments Foundations Charities Succession Planning Private Wealth Management Trust Services

Brian Hope Education Details

Frequently Asked Questions about Brian Hope

What company does Brian Hope work for?

Brian Hope works for North Bristol Partners

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

Brian Hope's current role is CFO at North Bristol Partners.

What is Brian Hope's email address?

Brian Hope's email address is bh****@****lth.com

What is Brian Hope's direct phone number?

Brian Hope's direct phone number is +156243*****

What schools did Brian Hope attend?

Brian Hope attended California State Polytechnic University-Pomona.

What skills is Brian Hope known for?

Brian Hope has skills like Wealth Management, Investments, Asset Allocation, Portfolio Management, Finance, Fixed Income, Risk Management, Asset Management, Estate Planning, Financial Planning, Financial Advisory, Financial Planners.

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