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Brian Scott Sommers
Chief Investment Officer at HBK Sorce Advisory LLC
Brian Scott Sommers active positions
Companies | Position | Start | End |
---|---|---|---|
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Chief Investment Officer | 01/05/2014 | - |
Investment Committee Member | 01/05/2014 | - |
Career history of Brian Scott Sommers
Former positions of Brian Scott Sommers
Companies | Position | Start | End |
---|---|---|---|
Kanawha Investment & Trust Co.
![]() Kanawha Investment & Trust Co. Investment ManagersFinance Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund. | Director of Investments | 01/12/2007 | 31/12/2007 |
Fusion Investment Group LLC
![]() Fusion Investment Group LLC Investment ManagersFinance Fusion Investment Group LLC (FIG) is a registered investment advisor and hedge fund manager headquartered in Canonsburg, Pennsylvania founded in 2008. The firm provides discretionary and non-discretionary asset management services and investment supervisory services to separately managed accounts and several investment vehicles that were formed by their general partner, Fusion Capital Management LLC, in 2006. FIG offers investment supervisory services relative to a number of pooled investment vehicles and also provides asset management services directly through their Private Access Program and in the form of third party money management services to institutional investors, qualified high net-worth individuals, and financial advisors. In addition, the firm serves as the sub-advisor to other investment firms. On 29 June 2018, FIG was acquired by Research Affiliates Global Advisors Ltd, trading as Rayliant Global Advisers Ltd., FIG is now trading as Rayliant Asset Management. The acquisition expands Rayliant’s geographical footprint in Pittsburgh market. Following the transaction, FIG would operate as the Pittsburgh office of Rayliant. | Portfolio Manager-Equities | 01/07/2012 | - |
McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Chief Investment Officer | 01/01/2008 | - |
Director of Investments | 01/01/2008 | 02/11/2010 | |
Portfolio Manager-Equities | 01/01/2008 | - | |
Portfolio Manager-Fixed Income | 02/11/2010 | - | |
MDL Advisers, Inc.
![]() MDL Advisers, Inc. Investment ManagersFinance MDL Advisers, Inc. is a registered investment advisory firm headquartered in Pittsburgh with offices in Atlanta and New York. The firm offers portfolio management services to public funds, hospitals, Taft Harley funds, ERISA qualified plans, foundations and endowments. | Head-Equity Investments | 01/01/2004 | 30/10/2007 |
Investment Committee Member | 01/01/2004 | 30/10/2007 |
Training of Brian Scott Sommers
University of Pittsburgh | Masters Business Admin |
Indiana University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Investment Committee Member | 2 |
Chief Investment Officer | 2 |
Director of Investments | 2 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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MDL Advisers, Inc.
![]() MDL Advisers, Inc. Investment ManagersFinance MDL Advisers, Inc. is a registered investment advisory firm headquartered in Pittsburgh with offices in Atlanta and New York. The firm offers portfolio management services to public funds, hospitals, Taft Harley funds, ERISA qualified plans, foundations and endowments. | Finance |
McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
Kanawha Investment & Trust Co.
![]() Kanawha Investment & Trust Co. Investment ManagersFinance Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund. | Finance |
Fusion Investment Group LLC
![]() Fusion Investment Group LLC Investment ManagersFinance Fusion Investment Group LLC (FIG) is a registered investment advisor and hedge fund manager headquartered in Canonsburg, Pennsylvania founded in 2008. The firm provides discretionary and non-discretionary asset management services and investment supervisory services to separately managed accounts and several investment vehicles that were formed by their general partner, Fusion Capital Management LLC, in 2006. FIG offers investment supervisory services relative to a number of pooled investment vehicles and also provides asset management services directly through their Private Access Program and in the form of third party money management services to institutional investors, qualified high net-worth individuals, and financial advisors. In addition, the firm serves as the sub-advisor to other investment firms. On 29 June 2018, FIG was acquired by Research Affiliates Global Advisors Ltd, trading as Rayliant Global Advisers Ltd., FIG is now trading as Rayliant Asset Management. The acquisition expands Rayliant’s geographical footprint in Pittsburgh market. Following the transaction, FIG would operate as the Pittsburgh office of Rayliant. | Finance |
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
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