Brian CFP®’s Email & Phone

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Brian CFP®

Vice President, Strategic Marketing and Innovation @ Natixis Investment Managers

Brian CFP® Contact Details

Location:
Boston, Massachusetts, United States
Work:
Vice President, Strategic Marketing and Innovation @ Natixis Investment Managers
Senior Vice President, Senior Investment Manager @ Clarfeld | Citizens Private Wealth
Senior Portfolio Manager - Fixed Income @ Columbia Threadneedle Investments, US
Education:
International Relations and Japanese Language @ Nanzan University
About:

It all starts with a passion, drive, and desire to be the person who is able to coach and help my clients achieve their goals. At the end of the day, it is their money, family, and priorities. I cannot do it for them, I can only help guide them to achieve their own success through education, 

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