![Brian McCormick headshot](/sites/matthewcuplin.us1.advisor.ws/files/styles/portrait_500x600/public/images/brian_mccormick.jpeg?h=82839b45&itok=wA5M-oZ5)
Brian McCormick CIMA®
Manager, Investment Management and Research
- Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes
- Conducts research and due diligence on exchange-traded products
- Responds to advisor inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers
- Holds the Certified Investment Management Analyst® (CIMA®) designation and the FINRA Series 7, 24, and 63 securities registrations
- Earned a BS in management from Quinnipiac University
- Has more than 17 years of industry experience including at positions at Signator Investors and Putnam Investments