Deputy Director of Research
Brian is the deputy director of research at Adviser Investments. He works with the research and investment teams to analyze mutual funds, A type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index. and individual A financial instrument giving the holder a proportion of the ownership and earnings of a company., helps set investment strategy for our client portfolios and advises institutional clients on their A 401(k) plan is a retirement account that a company sets up on behalf of its employees. Both the participant and the employer can contribute to the account. There are two types of 401(k)s, traditional and Roth. Income invested in traditional 401(k)s isn’t taxed while it’s invested, but is taxed when it’s withdrawn. Income invested in a Roth 401(k) is taxed before it’s invested, but no tax is paid when it is withdrawn.. Brian has a B.A. in economics from Elon University and the Chartered Financial Analyst designation. He’s also a member of the Boston Security Analysts Society.