Patrick Briand

Analyst-Equity at Argent Wealth Management LLC

Finance

Consumer Services

Profile

Patrick Briand is an Investment Analyst & Trading Associate at Argent Wealth Management LLC since 2023.
Prior to this, he worked as an Investment Analyst & Trader at Plimoth Trust Co. LLC from 2020 to 2022.
He completed his undergraduate degree from Bentley University in 2020.

Patrick Briand active positions

Companies	Position	Start
Argent Wealth Management LLC Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Analyst-Equity	01/01/2023

All active positions of Patrick Briand

Former positions of Patrick Briand

Companies	Position	End
Plimoth Trust Co. LLC Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients.	Analyst-Equity	01/12/2022

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Training of Patrick Briand

Bentley University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Argent Wealth Management LLC Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Finance
Plimoth Trust Co. LLC Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients.	Finance