Brian McCormick

Senior Investment Research Analyst

Research, Commonwealth Financial Network®

  • Lead analyst for the mid- and multi-cap asset classes
  • Responsible for manager evaluation, manager selection, and dissemination of research
  • Supports the Research team in creating reports, commentary, and investment manager profiles; and on other investment-related project work
  • Holds FINRA Series 7, 24, and 63 securities registrations and the Accredited Investment Fiduciary® and Chartered Retirement Plan Specialist designations
  • BS in Management/Finance, Quinnipiac University
  • Prior experience includes positions at Signator Financial Network and Putnam Investments