Deep Enrich
Brian Murello, PRM, CTP, CIPM, CAIA
Assistant Vice President / Portfolio Manager
941 followers
Greater Pittsburgh Region
Connect with Brian Murello, PRM, CTP, CIPM, CAIA to Send Message
Connect
Connect with Brian Murello, PRM, CTP, CIPM, CAIA to Send Message
ConnectTimeline
About me
Director - BNY Wealth
Education
Financial Data Professional (FDP)
2020 - 2021Big / Alternative Data Analytics, Statistical Methods, Machine Learning, Fintech, PythonActivities and Societies: Financial Data Professional Institute
Certified Private Wealth Advisor (CPWA)
2017 - 2018Wealth ManagementActivities and Societies: Investments & Wealth Institute
Certified Investment Management Analyst (CIMA)
2010 - 2011Investment ManagementActivities and Societies: Investments & Wealth Institute
Chartered Alternative Investment Analyst (CAIA)
2010 - 2012Risk Management / Alternative Investment StrategiesActivities and Societies: CAIA Association
Certificate in Investment Performance Measurement (CIPM)
2015 - 2016Portfolio ManagementActivities and Societies: CFA Institute Performance measurement, risk management, portfolio optimization, manager due diligence
Certified Financial Planner (CFP®)
2009 - 2010CFP® Financial ManagementActivities and Societies: Financial Planning Association
Certified Trust & Fiduciary Advisor (CTFA)
2018 - 2019Wealth Management & TrustActivities and Societies: American Bankers Association
Retirement Management Advisor (RMA)
2020 - 2020Portfolio & Risk ManagementActivities and Societies: Investments & Wealth Institute
Chartered Market Technician (CMT)
2011 - 2013Chartered Market Technician Technical AnalysisActivities and Societies: Market Technicians Association (MTA)
Certified Financial Technician (CFTe)
2014 - 2015Market Technical AnalysisActivities and Societies: International Federation of Technical Analysts
American Society of Pension Professionals and Actuaries
2011 - 2012Qualified Plan Financial Consultant (QPFC); Certified Plan Fiduciary Advisor (CPFA)Investments & Wealth Institute
2020 - 2020Certificate Applied Behavioral FinanceBehavioral Economics & Finance
Aikido / Aikikai Foundation Hombu Dojo
2010 - 2021Shodan Black BeltPittsburgh Central Catholic High School
1996 - 2000GED
University of Pennsylvania
2010 - 2011Investment Management & Analysis CertificationActivities and Societies: Certified Investment Management Analyst
The American College of Financial Services
2010 - 2010Chartered Financial Consultant (ChFC) Finance, General
Duke University
2021 - 2021Decentralized Finance (DeFi) SpecializationUniversity of Pennsylvania
2021 - 2021Financial Technology Applications (FinTech) Specialization
DataCamp
2019 - 2020Python for Data Science, Pandas, Statistical Thinking in Python, Managing Financial Data in PythonRequired courses for Financial Data Professional (FDP) charter
National Tax Training School
2020 - 2020Certificate Federal Income Taxation
La Roche College
2004 - 2005Bachelors of Science Real EstateDataCamp
2022 - 2022Quantitative Analyst with R CertificateDataCamp
2022 - 2022Machine Learning Scientist with R CertificateDataCamp
2022 - 2022Statistician in R CertificateDataCamp
2022 - 2022Data Scientist with Python CertificateUniversity of Pennsylvania
2021 - 2021Certificate Asset & Portfolio Management Certificate
Waynesburg University
2013 - 2015Master of Business Administration (MBA) Finance
Yale University
2017 - 2018Wealth Management Theory & Practice CertificationActivities and Societies: Certified Private Wealth Advisor
Penn State University
2000 - 2004Bachelors of Science Labor & Industry RelationsMinor - Psychology
The American College of Financial Services
2010 - 2010Chartered Life Underwriter (CLU) Finance, General
College for Financial Planning
2009 - 2010Certified Financial Planner Certification Program Finance and Financial Management ServicesActivities and Societies: Financial Planning Association (FPA)
Experience
PNC
Aug 2006 - Jun 2013Assistant Vice President / Portfolio ManagerPortfolio Management
BNY Mellon
Jun 2013 - Jan 2022Principal, Senior Wealth ManagerPortfolio & Wealth Management
Huntington National Bank
Jan 2022 - Nov 2023Senior Vice President, Portfolio Manager
BNY
Nov 2023 - nowDirector - BNY Wealth
Licenses & Certifications
- View certificate
Financial Data Professional (FDP)
Financial Data Professional InstituteNov 2021
- View certificate
Asset and Portfolio Management Certificate Program
Wharton OnlineMay 2021 - View certificate
Retirement Management Advisor® (RMA®)
Investments & Wealth InstituteJul 2020 - View certificate
Certified Investment Management Analyst® (CIMA®)
Investments & Wealth InstituteAug 2011 - View certificate
Certified Private Wealth Advisor® (CPWA®)
Investments & Wealth InstituteFeb 2018 - View certificate
CMT Charter
CMT Association, Inc.Jul 2021 - View certificate
Chartered Life Underwriter®
The American College of Financial ServicesJun 2011 - View certificate
Chartered Financial Consultant®
The American College of Financial ServicesNov 2010 - View certificate
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJan 2010 - View certificate
CAIA Charterholder
CAIA AssociationOct 2012
Languages
- spSpanish
Recommendations
Charlotte wheelton
Bid Manager at DA LanguagesMiddlewich, England, United Kingdom
Anitha swaminathan
Connecting your audience with stories | Powerful & Compelling Narrator | Co-Founder @ WeConnectSpher...Sharjah Emirate, United Arab Emirates
Hüseyin yalçin
Dgpays şirketinde Senior Software DeveloperAnkara, Ankara, Türkiye
Alejandro lópez escobar
Specialist Physician, Pediatrics Department, General University Hospital of Villalba. University Pro...Greater Madrid Metropolitan Area
Kedar kashid
Business Analyst At EvalueserveGreater Delhi Area
Emad abdellatif
Projects Geologist Engineer & lab and quality manager & Technical Sales EngineerJiddah, Makkah, Saudi Arabia
Glob company
Gerente comercial en Publink S.A.SColombia
Debi dash
Senior Consultant, Investment Promotion Advisory, Govt. of OdishaBengaluru, Karnataka, India
Fernando marquez cayro
Project Manager - Operation ManagerLima, Peru
Viral prajapati
Technical Support Specialist | Technical Support, Troubleshooting, DQL, MSSQL, MySQL, Javascript, HT...Mumbai, Maharashtra, India
Linda chang
Founder inoomi living & workingBasel, Basel, Switzerland
Md. asaduzzaman ‖chrp ‖ckpis ‖pgd-hrm ‖mba-hrm
Certified Human Resource Professional ‖ Certified KPI SpecialistDhaka, Bangladesh
Christopher huffman
HR Talent Acquisition Recruiter for Turner ConstructionDallas, Texas, United States.webp)
Tamoy campbell, ll.b (hons.)
Law Student at Norman Manley Law School | TV Presenter and Event Host| AFCA Garvey-Nkrumah Fellow 20...Kingston, Jamaica
Ashley taylor
Customer Experience Manager | Operations Manager | Business Improvement | Specialise in People Manag...Cardiff, Wales, United Kingdom
Anastasia symeonidou
Digital DesignerVienna, Vienna, Austria
Koula von hoppe
Operations | Coordinator | HumanBrooklyn, New York, United States
Özge şahi̇n
ESO MS&T Technical ManagerTürkiye
Ilia vavilichev
3d ArtistBatumi, Georgia
Christina lewis
Nurse Leader, RN MSN, MHACape Coral Metropolitan Area
...