Brian Currie

Brian Currie

Financial Analyst

Followers of Brian Currie624 followers
location of Brian CurrieMetairie, Louisiana, United States

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  • Timeline

  • About me

    Chief Investment Officer at WealthHarbor Capital Group, LLC

  • Education

    • Louisiana State University

      1996 - 2000
      Bachelor of Science (B.S.) Marketing
    • University of New Orleans

      2000 - 2002
      Master of Business Administration (MBA) Finance
  • Experience

    • Entergy

      Dec 2002 - Dec 2005
      Financial Analyst
    • Capital One

      Dec 2005 - Jul 2018
      Senior Trader
    • Hancock Whitney

      Jul 2018 - Nov 2018
      Senior Equity Trader
    • Iberia Wealth Advisors

      Nov 2018 - Aug 2019
      Vice President Portfolio Manager
    • Montz Harcus Wealth Management

      Aug 2019 - Sept 2020
      Senior Portfolio Manager
    • TCG Trusted Capital Group, LLP

      Sept 2020 - Mar 2021
      Senior Wealth Advisor
    • WealthHarbor Capital Group, LLC

      Mar 2021 - now
      Chief Investment Officer
  • Licenses & Certifications

    • Series 65

      FINRA
      Oct 2019