![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
Gestionnaire de Portefeuille-Actions chez
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.
Postes actifs de Brian J. Regan
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de Brian J. Regan
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2024 |
Winter Harbor LLC
 Winter Harbor LLC Recreational ProductsConsumer Durables Manufactures, sales and repairs boats | Corporate Officer/Principal | 01/08/2017 |
Formation de Brian J. Regan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
