Brian Gilbert
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Brian Gilbert Email & Phone Number

Portfolio Manager | Wealth Manager at Advisors Asset Management, Inc.
Location: Monument, Colorado, United States 4 work roles 1 school
2 work emails found @aamlive.com 2 phones found area 719 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email b****@aamlive.com
Direct phone (719) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Advisors Asset Management, Inc.
Role
Portfolio Manager | Wealth Manager
Location
Monument, Colorado, United States
Company size
256 employees

Who is Brian Gilbert? Overview

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Quick answer

Brian Gilbert is listed as Portfolio Manager | Wealth Manager at Advisors Asset Management, Inc., a company with 256 employees, based in Monument, Colorado, United States. AeroLeads shows a work email signal at aamlive.com, phone signal with area code 719, and a matched LinkedIn profile for Brian Gilbert.

Brian Gilbert previously worked as Portfolio Manager | SVP at Advisors Asset Management, Inc. and Portfolio Manager | First VP at Advisors Asset Management, Inc.. Brian Gilbert holds Bachelor'S Degree, Finance from University Of Colorado Boulder.

Company email context

Email format at Advisors Asset Management, Inc.

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{first}@aamlive.com
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AeroLeads found 2 current-domain work email signals for Brian Gilbert. Compare company email patterns before reaching out.

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Profile bio

About Brian Gilbert

Portfolio Manager | Wealth Managerbgilbert@aamlive.com | 719-488-6107Passionate, committed Portfolio Manager with 20+ years in the investment services industry. Strategic leader with an avid interest in analyzing trends and markets to uncover new investments and asset allocation opportunities.Specialties: Portfolio Management, Wealth Management, Analyst, Trader, Operations ManagerResearch and Credit Analysis, Credit and Economic Cycles, Institutional Fixed Income and Equity Trading, Institutional Money Management, Separately Managed Accounts (SMA), and Investment Consulting, General Securities Representative (Series 7)General Securities Sales Supervisor Principal (Series 8)General Securities Principal – Sales Supervisor (Series 23)Uniform Securities Agent State Law (Series 63)Uniform Investment Advisor Law (Series 65)Technical skills:Bloomberg, TOMS, BondEdge, The Muni Center, Fabkom, APL, Advent Portfolio Exchange, Moxy, MSCI, ProxyEdge, NetExchangeMS Office (Word, Excel, Access, PowerPoint, Outlook)Product expertise:Investment Grade and High-Yield Fixed Income Portfolio ManagementClient types: Institutional Accounts, Registered Investment Advisors, and Broker DealersLION - invites welcome

Listed skills include Fixed Income, Investments, Equities, Series 7, and 20 others.

Current workplace

Brian Gilbert's current company

Company context helps verify the profile and gives searchers a useful next step.

Advisors Asset Management, Inc.
Advisors Asset Management, Inc.
Portfolio Manager | Wealth Manager
monument, colorado, united states
Website
aamlive.com
Employees
256
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Company profile
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4 roles · 31 years

Brian Gilbert work experience

A career timeline built from the work history available for this profile.

Portfolio Manager | First Vp

Current
Advisors Asset Management, Inc.

Promoted into Portfolio Management role in 2011, reporting to President of Asset Management. A broker-dealer & registered investment advisor firm with $16BN AUM, 240 employees, and 12 offices nationwide Originally recruited by Chief Investment Strategist to provide expertise in portfolio management, investments, RIA, operations, and managed accounts.Lead a.

Apr 2006 - Present

Senior Manager, Trading Desk, Institutional Equity Trading

Schwab Institutional

Led institutional public offerings program including system development, marketing, policies and procedures, audits, and adherence to all regulatory requirements.◈ Hired, trained, motivated, and managed a team of 20 traders processing daily trade volume of >25K equity, option and mutual fund transactions from institutions, money managers, and independent.

1999 - 2004 ~5 yrs

Registered Representative

Charles Schwab & Co., Inc.
1995 - 1999 ~4 yrs
Team & coworkers

Colleagues at Advisors Asset Management, Inc.

Other employees you can reach at aamlive.com. View company contacts for 256 employees →

MG Michele Guerra Michele Guerra Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States, United States View → PV Peni Vuevuelala Peni Vuevuelala Colleague at Advisors Asset Management, Inc.Fiji, Fiji View → JC Jeffrey C. Denny Jeffrey C. Denny Colleague at Advisors Asset Management, Inc.Chapel Hill, North Carolina, United States, United States View → JT Jimmy Topping Jimmy Topping Colleague at Advisors Asset Management, Inc.Greater Chicago Area, United States View → AR Angel Rodriguez Angel Rodriguez Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States, United States View → MB Mark B. Cole Mark B. Cole Colleague at Advisors Asset Management, Inc.Charlotte, North Carolina, United States, United States View → JB Jonah Beauduy Jonah Beauduy Colleague at Advisors Asset Management, Inc.Chicago, Illinois, United States, United States View → KO Kylee O'Neil Kylee O'Neil Colleague at Advisors Asset Management, Inc.Charlotte, North Carolina, United States, United States View → CN Chandler Nichols, Cfa, Mba Chandler Nichols, Cfa, Mba Colleague at Advisors Asset Management, Inc.New York City Metropolitan Area, United States View → JN John Noble John Noble Colleague at Advisors Asset Management, Inc.San Diego, California, United States, United States View →
1 education record

Brian Gilbert education

FAQ

Frequently asked questions about Brian Gilbert

Quick answers generated from the profile data available on this page.

What company does Brian Gilbert work for?

Brian Gilbert works for Advisors Asset Management, Inc..

What is Brian Gilbert's role at Advisors Asset Management, Inc.?

Brian Gilbert is listed as Portfolio Manager | Wealth Manager at Advisors Asset Management, Inc..

What is Brian Gilbert's email address?

AeroLeads has found 2 work email signals at @aamlive.com for Brian Gilbert at Advisors Asset Management, Inc..

What is Brian Gilbert's phone number?

AeroLeads has found 2 phone signal(s) with area code 719 for Brian Gilbert at Advisors Asset Management, Inc..

Where is Brian Gilbert based?

Brian Gilbert is based in Monument, Colorado, United States while working with Advisors Asset Management, Inc..

What companies has Brian Gilbert worked for?

Brian Gilbert has worked for Advisors Asset Management, Inc., Schwab Institutional, and Charles Schwab & Co., Inc..

Who are Brian Gilbert's colleagues at Advisors Asset Management, Inc.?

Brian Gilbert's colleagues at Advisors Asset Management, Inc. include Michele Guerra, Peni Vuevuelala, Jeffrey C. Denny, Jimmy Topping, and Angel Rodriguez.

How can I contact Brian Gilbert?

You can use AeroLeads to view verified contact signals for Brian Gilbert at Advisors Asset Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Brian Gilbert attend?

Brian Gilbert holds Bachelor'S Degree, Finance from University Of Colorado Boulder.

What skills is Brian Gilbert known for?

Brian Gilbert is listed with skills including Fixed Income, Investments, Equities, Series 7, Portfolio Management, Asset Management, Mutual Funds, and Trading.

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