Brian McCormick, CIMA®, Manager, Investment Management and Research
Brian McCormick is a manager on the Investment Management and Research team at Commonwealth. With the firm since 2004, he covers the small- and mid-cap asset classes. He also conducts research and due diligence on ETFs and provides commentary on the industry. Brian earned a BS in management and finance from Quinnipiac University. He holds the CIMA® designation and is a member of the Investments & Wealth Institute. He also has the FINRA Series 7, 24, and 63 securities registrations.
Rx for Risk: Protecting Client Portfolios
To help advisors plan ahead for an economic downturn or a possible recession, here are some asset allocation strategies for protecting client portfolios.
Brian McCormick, CIMA®
01.07.20