Brian Weisberger Email & Phone Number

I started my career back in the early 1990's working on Wall Street for Morgan Stanley as a Financial Advisor. Later working in private equity then ultimately private investment management, where I work as a Senior Investment Advisor/Analyst for mass affluent and high net worth clients.Conduct studies on competitive environment, market sizing and segmentation, forecasting, and trend analysis. Analyze the global market on a macro scale, further breaking down sectors and asset classes. Evaluated various risk factors, management track record, growth rate and future potential. Much of this work has been published in trade journals and industry publications.Worked with domestic and international companies, providing business consultation to corporate leaders on the state of their company and industry. Conduct assessment of competitive environments and market penetration, evaluated conditions for new product entry, and helped in determining the best path for success.Consult small and mid-sized companies in matters such as reducing taxes, maximizing the return on company cash reserve, employee retention, designing business retirement plans, and outline debt & financing strategies.Managed private equity portfolio for high net worth investors. Evaluating residential and small commercial properties, as well as, assess local markets to determine risks to the investors. Specializing in work with high-risk credit clients, foreclosure, bankruptcy, and estate/probate issues. Analyze the valuation of collateralized assets, project repayment risk of financing, and determining risk to investor’s return. Aided in the acquisition and selling of properties.Specialties: * Business Consulting* Cash Management * College Planning* Estate Planning* Financial Analysis* Finance Consulting* Fixed Income Portfolio Design and Analysis* Real Estate and Mortgage Consulting* Retirement Plan Design and Management* Retirement Planning

Listed skills include Investments, Alternative Investments, Portfolio Management, Financial Analysis, and 14 others.