Co-Portfolio Manager And Market Strategist
Current
Jan 2024 - Present
AeroLeads people directory · profile
Brian Duffield, Cfa Email & Phone Number
Co-Portfolio Manager and Market Strategist at North Star Advisory Group
at
North Star Advisory Group
1 phone found
area 440
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Portfolio Manager and Market Strategist at North Star Advisory Group
Location
Cleveland, Ohio, United States
Who is Brian Duffield, Cfa? Overview
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Quick answer
Brian Duffield, Cfa is listed as Co-Portfolio Manager and Market Strategist at North Star Advisory Group at North Star Advisory Group, based in Cleveland, Ohio, United States. AeroLeads shows phone signal with area code 440 and a matched LinkedIn profile for Brian Duffield, Cfa.
Brian Duffield, Cfa previously worked as Co-Portfolio Manager and Market Strategist at North Star Advisory Group and Investment Analyst at North Star Advisory Group. Brian Duffield, Cfa holds Bachelors, Finance And Data Analytics from Ohio University.
Company email context
Email format at North Star Advisory Group
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North Star Advisory Group
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Profile bio
About Brian Duffield, Cfa
Brian Duffield, Cfa is a Co-Portfolio Manager and Market Strategist at North Star Advisory Group at North Star Advisory Group. He possess expertise in leadership, microsoft excel, time management, bloomberg terminal, communication and 6 more skills.
Listed skills include Leadership, Microsoft Excel, Time Management, Bloomberg Terminal, and 7 others.
Current workplace
Brian Duffield, Cfa's current company
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7 roles
Brian Duffield, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Current
Mar 2021 - Present
Associate Intern
Jun 2020 - Aug 2020
Sep 2017 - Jun 2020
Vice President
Sep 2018 - Dec 2018
Capital Markets Intern
May 2019 - Aug 2019
Investment Banking Analyst
New Century Capital Partners
Sell-Side M&ASpecialized in cyber security and digital media
Jan 2019 - May 2019
1 education record
Brian Duffield, Cfa education
-
Ohio University
FAQ
Frequently asked questions about Brian Duffield, Cfa
Quick answers generated from the profile data available on this page.
What company does Brian Duffield, Cfa work for?
Brian Duffield, Cfa works for North Star Advisory Group.
What is Brian Duffield, Cfa's role at North Star Advisory Group?
Brian Duffield, Cfa is listed as Co-Portfolio Manager and Market Strategist at North Star Advisory Group at North Star Advisory Group.
What is Brian Duffield, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 440 for Brian Duffield, Cfa at North Star Advisory Group.
Where is Brian Duffield, Cfa based?
Brian Duffield, Cfa is based in Cleveland, Ohio, United States while working with North Star Advisory Group.
What companies has Brian Duffield, Cfa worked for?
Brian Duffield, Cfa has worked for North Star Advisory Group, Highland Consulting Associates, Inc., Ohio University Derivatives Management Group, Union Home Mortgage Corp., and New Century Capital Partners.
How can I contact Brian Duffield, Cfa?
You can use AeroLeads to view verified contact signals for Brian Duffield, Cfa at North Star Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Brian Duffield, Cfa attend?
Brian Duffield, Cfa holds Bachelors, Finance And Data Analytics from Ohio University.
What skills is Brian Duffield, Cfa known for?
Brian Duffield, Cfa is listed with skills including Leadership, Microsoft Excel, Time Management, Bloomberg Terminal, Communication, Networking, Stock Market Analysis, and Options.
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