Brian Hope

Experience

• 

  Management Activities

  Jan 1996 - Jan 2002

  In his role as Portfolio Manager, Brian managed the fixed income investments for the single family office, including taxable and non taxable entities, and was responsible for consolidated investment return analysis as well as directing the family office accounting staff. As Controller, Brian was responsible for all accounting operations for a single family office, generating consolidated weekly and monthly reporting, as well as handling all cash management activities.

  • Portfolio Manager

    Jan 1998 - Jan 2002

  • Controller

    Jan 1996 - Jan 1998
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  MA Wealth Management

  Oct 2002 - Sept 2015

  Deputy Director of Family Office Services & Chief Investment Officer

  In his current position, Brian heads up Portfolio Management activities at MA Wealth. He has also served in a senior management role with the single family office and as CFO for charitable entities. His duties have included developing tax and estate planning strategies, administering numerous trust entities including charitable remainder trusts, and providing extensive risk management support to clients.

• 

  Robert Gumbiner Foundation

  Jan 2009 - Sept 2015

  Chief Financial Officer
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  North Bristol Partners

  Sept 2015 - now

  Chief Financial Officer