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Brian Koch, CFA, CFP®

Brian Koch, CFA, CFP®

Sales & Trading, Fixed Income

Followers of Brian Koch, CFA, CFP®737 followers
location of Brian Koch, CFA, CFP®United States

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  • Timeline

  • About me

    Cell: 410-683-9831 Vice President – Financial Advisor of The Kroneberger Group at RBC Wealth Management

  • Education

    • Dartmouth College

      2005 - 2009
      B.A. Economics

      Activities and Societies: Division I Lacrosse 2005-2009

  • Experience

    • ICAP

      Sept 2009 - Jun 2011
      Sales & Trading, Fixed Income

    • MF Global

      Jun 2011 - Nov 2011
      AVP; Sales & Trading, Fixed Income

    • Seaport Global Securities

      Jan 2012 - Mar 2013
      Vice President; Sales & Trading, Fixed Income

    • Fidelity Investments

      Apr 2013 - Aug 2024

      • Vice President, Wealth Planner

        Jun 2018 - Aug 2024

      • Financial Consultant

        Mar 2015 - May 2018

      • Regional Investment Consultant

        Apr 2013 - Mar 2015

    • RBC Wealth Management

      Aug 2024 - now
      VP, Financial Advisor

      Please contact me at 410-683-9831

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Aug 2019

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Dec 2016