Brian Price CFA®

Managing Principal, Investment Management and Research
  • Manages the Research team
  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program
  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the FINRA Series 7, 63, and 65 securities registrations
  • Earned a BA from Georgetown University
  • Has prior experience as a senior financial advisor associate at Bernstein Investment Research and Management