Profil
Mr. Brian D.
Acard is a Financial Advisor & Research Associate at NWK Group, Inc. He joined NWK Group, Inc. in 2013 as a financial advisor and research associate.
He brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning.
He delivers NWK Group services to private wealth and institutional clients.
He conducts investment research and analysis to support NWK’s Investment Policy Committee.
Prior to joining NWK Group, Brian spent 17 years with Charles Schwab & Co., most recently in the role of Vice President, Financial Consultant in San Francisco.
He has a Bachelor of Science degree in Business Administration from State University New York.
He earned the Accredited Asset Management Specialist® designation from the College for Financial Planning.
Aktive Positionen von Brian Drew Acard
| Unternehmen | Position | Beginn |
|---|---|---|
NWK Group, Inc.
 NWK Group, Inc. Investment ManagersFinance NWK Group, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Nadim Nahas in 2002. NWK Group provides comprehensive wealth planning, portfolio management, and retirement advisory services to affluent individuals and families, as well as corporate and nonprofit institutions in the greater northern California area. | Analyst-Equity | 01.01.2013 |
Ehemalige bekannte Positionen von Brian Drew Acard
| Unternehmen | Position | Ende |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01.04.2014 |
Ausbildung von Brian Drew Acard
| State University of New York College at Oswego | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
NWK Group, Inc.
NWK Group, Inc. Investment ManagersFinance NWK Group, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Nadim Nahas in 2002. NWK Group provides comprehensive wealth planning, portfolio management, and retirement advisory services to affluent individuals and families, as well as corporate and nonprofit institutions in the greater northern California area. | Finance |
