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Brian Price, CFA®

Brian Price, CFA®

Senior Vice President, Investment Management and Research

  • Manages the Equity Research and Investment Management teams
  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program
  • Holds FINRA Series 7, 63, and 65 securities registrations and the Chartered Financial Analyst® (CFA®) designation
  • Holds a BA from Georgetown University
  • Has prior experience as a senior financial advisor associate at Bernstein Investment Research and Management