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Brian Cotroneo, CFA, CFP, ChFC, ChSNC

Brian Cotroneo, CFA, CFP, ChFC, ChSNC

Summer Analyst

Followers of Brian Cotroneo, CFA, CFP, ChFC, ChSNC1000 followers
location of Brian Cotroneo, CFA, CFP, ChFC, ChSNCPonte Vedra Beach, Florida, United States

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  • Timeline

  • About me

    Wealth Manager | Naval Veteran

  • Education

    • Villanova University

      2004 - 2008
      Bachelor of Science (B.S.) Finance, General

      Activities and Societies: Villanova Equity Society, International Business Competition Team, Dean's Student Advisory Committee, Men's Club Crew Team

    • Georgetown University

      2017 - 2019
      Master of Science (M.S.) Finance

  • Experience

    • Merrill Lynch

      Jun 2007 - Aug 2007
      Summer Analyst

      Summer Analyst in the Global Markets Summer Internship Class of 2007.

    • Merrill Lynch

      Jul 2008 - Oct 2011

      • Equity Research Associate

        Jul 2010 - Oct 2011

      • Institutional Equity Research Sales Analyst

        Jul 2008 - Jul 2010

    • US Navy

      Oct 2011 - Aug 2019

      • Weapons & Tactics Unit Instructor

        Mar 2017 - Aug 2019

      • Tactical Coordinator, Mission Commander, Weapons & Tactics Instructor

        Jul 2013 - Mar 2017

      • Undergraduate Naval Flight Officer

        Oct 2011 - Jul 2013

    • Harbor View Advisors

      Aug 2019 - Mar 2020
      Investment Banking Associate

    • Aspen Group, Inc.

      Mar 2020 - Oct 2020
      Financial Planning and Analysis Manager

    • Aviance Capital Partners

      Oct 2020 - Jun 2023
      Senior Wealth Advisor

    • Moors & Cabot

      Jun 2023 - now
      Vice President - Advisory Services

      The Johnson Cotroneo Group is a full-service wealth management practice at Moors & Cabot Investments.

  • Licenses & Certifications

    • CFA Level 1 Exam

      CFA Institute
      View certificate certificate

    • Series 65

      FINRA
      Dec 2020

    • Series 7

      FINRA
      Sept 2008

    • Six Sigma Green Belt (CSSGB)

      Villanova University
      Mar 2020

    • Chartered Special Needs Consultant®

      The American College of Financial Services
      Nov 2021
      View certificate certificate

    • Financial Services Cloud Specialist

      Salesforce
      Jul 2021

    • Series 63

      FINRA
      Aug 2008

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Nov 2022

    • CFA Level 2 Exam

      CFA Institute
      Aug 2021
      View certificate certificate

    • Series 79

      FINRA
      Aug 2019

  • Volunteer Experience

    • Member Board of Directors

      Issued by The Palmer Catholic Academy on Aug 2024
      The Palmer Catholic AcademyAssociated with Brian Cotroneo, CFA, CFP, ChFC, ChSNC