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Brian McCoy, CFA

Brian McCoy, CFA

VP

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location of Brian McCoy, CFAReading, Pennsylvania, United States

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  • Timeline

  • About me

    Portfolio Management and Analyst at Connors Investor Services, Inc.

  • Education

    • CFA Institute

      2021 - 2021
      Certificate in ESG Investing

    • Penn State University

      -
      Bachelor of Science - BS

    • Kutztown University of Pennsylvania

      -
      Master of Business Administration - MBA

  • Experience

    • Connors Investor Services, Inc.

      Mar 2003 - now
      VP

      I joined Connors in 2003. My role is as lead portfolio manager and equity analyst of our small cap and micro cap strategies. Prior roles included portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs and fund-of-funds analyst at Evergreen Investments focused on hedge fund and private equity funds. I have a BS from Pennsylvania State University, earned the Chartered Financial Analyst® charterholder designation in 1999, and an MBA from Kutztown University. Additionally earned CFA Certificate in ESG Investing. Show less

  • Licenses & Certifications