Brian Hope Email & Phone Number
@ma-wealth.com
2 phones found area 562
LinkedIn matched
Who is Brian Hope? Overview
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Brian Hope is listed as CFO at North Bristol Partners at North Bristol Partners, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ma-wealth.com, phone signal with area code 562, and a matched LinkedIn profile for Brian Hope.
Brian Hope previously worked as Chief Financial Officer at North Bristol Partners and Chief Financial Officer at Robert Gumbiner Foundation. Brian Hope holds Bachelor’S Degree, Finance, Real Estate, Law from California State Polytechnic University-Pomona.
Email format at North Bristol Partners
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AeroLeads found 2 current-domain work email signals for Brian Hope. Compare company email patterns before reaching out.
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
Listed skills include Wealth Management, Investments, Asset Allocation, Portfolio Management, and 23 others.
Brian Hope's current company
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Brian Hope work experience
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Chief Financial Officer
Deputy Director Of Family Office Services & Chief Investment Officer
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.
Portfolio Manager
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.
Controller
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 education
Frequently asked questions about Brian Hope
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What company does Brian Hope work for?
Brian Hope works for North Bristol Partners.
What is Brian Hope's role at North Bristol Partners?
Brian Hope is listed as CFO at North Bristol Partners at North Bristol Partners.
What is Brian Hope's email address?
AeroLeads has found 2 work email signals at @ma-wealth.com for Brian Hope at North Bristol Partners.
What is Brian Hope's phone number?
AeroLeads has found 2 phone signal(s) with area code 562 for Brian Hope at North Bristol Partners.
Where is Brian Hope based?
Brian Hope is based in Los Angeles Metropolitan Area, United States, United States while working with North Bristol Partners.
What companies has Brian Hope worked for?
Brian Hope has worked for North Bristol Partners, Robert Gumbiner Foundation, Ma Wealth Management, and Management Activities.
How can I contact Brian Hope?
You can use AeroLeads to view verified contact signals for Brian Hope at North Bristol Partners, including work email, phone, and LinkedIn data when available.
What schools did Brian Hope attend?
Brian Hope holds Bachelor’S Degree, Finance, Real Estate, Law from California State Polytechnic University-Pomona.
What skills is Brian Hope known for?
Brian Hope is listed with skills including Wealth Management, Investments, Asset Allocation, Portfolio Management, Finance, Fixed Income, Risk Management, and Asset Management.
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