Brian Cotroneo, CFA, CFP, ChFC, ChSNC

Brian Cotroneo, CFA, CFP, ChFC, ChSNC

Summer Analyst

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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