Investment Professionals

Brian joined Neville, Rodie & Shaw in 2001. He became a principal of the firm in 2007 and currently serves as a junior research analyst. He co-manages the firm's Small and Mid-Cap Equity Model Portfolio.

Brian holds the Chartered Financial Analyst (CFA) designation and is an active member of the New York Society of Security Analysts (NYSSA). He graduated from Duke University in 2000, receiving a BA in Public Policy Studies and a Certificate in Markets & Management Studies. Brian is a resident of Manhattan where he has lived for over 5 years.