Brian Glick

Analyst-Equity at NEIRG Wealth Management LLC

Finance

Consumer Services

Miscellaneous

Profile

Mr. Brian S.
Glick, CFA, is a Senior Portfolio Analyst at NEIRG Wealth Management LLC.
His role includes investment research, strategic and tactical asset allocation, portfolio analytics, and risk management.
Prior to joining the firm in 2022, he worked as an independent analyst and private investor.
He began his career as an Investment Analyst at Citi Institutional Consulting in Washington DC and subsequently worked for a Boston-based accounting firm’s private client services group, assisting high-net-worth individuals.
He received his Bachelor’s degree in Finance from Bentley University where he returned to earn his Master’s in Taxation.
He is a CFA® charterholder and member of the CFA® Society of Boston.

Brian Glick active positions

Companies	Position	Start
NEIRG Wealth Management LLC NEIRG Wealth Management LLC Investment ManagersFinance NEIRG Wealth Management LLC (NEIRG) is a registered investment advisor headquartered in North Andover, Massachusetts. The firm was founded by Nicholas J. Giacoumakis in 1995 and is owned by Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NEIRG provides investment advice to individuals (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities as well as pooled investment vehicles.	Analyst-Equity	01/11/2022

All active positions of Brian Glick

Former positions of Brian Glick

Companies	Position	End
Citi Equity Principal Strategies Citi Equity Principal Strategies Investment Trusts/Mutual FundsMiscellaneous Founded in 2008, Citi Equity Principal Strategies is a hedge fund manager located in New York City	Corporate Officer/Principal	-

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Training of Brian Glick

Bentley University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	2
NEIRG Wealth Management LLC NEIRG Wealth Management LLC Investment ManagersFinance NEIRG Wealth Management LLC (NEIRG) is a registered investment advisor headquartered in North Andover, Massachusetts. The firm was founded by Nicholas J. Giacoumakis in 1995 and is owned by Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NEIRG provides investment advice to individuals (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities as well as pooled investment vehicles.	Finance
Citi Equity Principal Strategies Citi Equity Principal Strategies Investment Trusts/Mutual FundsMiscellaneous Founded in 2008, Citi Equity Principal Strategies is a hedge fund manager located in New York City	Miscellaneous