As Portfolio Manager, Brian Brenneman assists in the development of your personal investment policy guidelines. Brian makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationBrian received his B.S. in Accounting from Houghton College in Houghton, NY. Brian went on to study Business Administration in graduate school at Union University in Schenectady, NY.
Professional Experience & Areas of FocusAs a Senior Portfolio Manager, Brian has 20 years of experience in the financial services industry. Brian manages investment portfolios for individuals, trusts and institutions in the Tennessee and Georgia Affiliates.
Brian has also earned the designation of Certified Retirement Planning Counselor (CRPC).
Brian concentrates in financial and wealth building strategies for the complex issues facing the high net worth marketplace.