Brian Brelinsky, Manager, Investment Advisory Consulting
Brian Brelinsky is the manager of investment advisory consulting at Commonwealth. With the firm since 2005, he guides the team providing advisors with comprehensive solutions to their investment-related questions, fee-based advisory platforms (including our own Preferred Portfolio Services® platform), and overall case design. Brian holds FINRA Series 6, 7, 24, and 65 securities registrations. He earned an MBA from the Isenberg School of Management at UMass Amherst.
Analyzing Prospective Client Portfolios in 4 Steps
You know that analyzing prospective client portfolios is often the key to earning new business. But do you know the best place to begin?
Brian Brelinsky
08.29.18