![Brian J. Regan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian J. Regan
Portfolio Manager-Aktien bei
Wealth Enhancement Advisory Services LLC
Profil
Mr. Brian J.
Regan is a Senior Portfolio Manager at Wealth Enhancement Advisory Services LLC.
He brings over 15 years of experience in corporate finance and investment management.
His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.
He also trades, prepares presentations, and participated in radio shows, webinars, and conferences to communicate our investment philosophy and strategy.
Mr. Regan was previously employed as a Chief Investment Officer by Asset Management Resources LLC and a Principal by Winter Harbor LLC.
He received his undergraduate degree from Questrom School of Business and an MBA from Boston College.
Aktive Positionen von Brian J. Regan
| Unternehmen | Position | Beginn |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Portfolio Manager-Aktien | 01.01.2024 |
Ehemalige bekannte Positionen von Brian J. Regan
| Unternehmen | Position | Ende |
|---|---|---|
Asset Management Resources LLC
 Asset Management Resources LLC Investment ManagersFinance AMR aims to maximize returns for client’s sensitivity to risk. The firm’s investment process creates a 2-3-year global outlook that begins to inform their decision making. | Chief Investment Officer | 01.01.2024 |
Winter Harbor LLC
 Winter Harbor LLC Recreational ProductsConsumer Durables Manufactures, sales and repairs boats | Corporate Officer/Principal | 01.08.2017 |
Ausbildung von Brian J. Regan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
85
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Winter Harbor LLC
Winter Harbor LLC Recreational ProductsConsumer Durables Manufactures, sales and repairs boats | Consumer Durables |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Finance |
Asset Management Resources LLC
Asset Management Resources LLC Investment ManagersFinance AMR aims to maximize returns for client’s sensitivity to risk. The firm’s investment process creates a 2-3-year global outlook that begins to inform their decision making. | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
