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Brian Cunningham Cfa
Brian Cunningham Cfa
Vice President, Client Portfolio Manager | Congress Asset Management
Boston, Massachusetts, United States
Brian Cunningham Cfa
Summary
Brian Cunningham is a seasoned finance professional with extensive experience in asset management and client portfolio management. He currently serves as Vice President and Regional Director at Congress Asset Management, where he plays a pivotal role in overseeing client relationships and investment strategies. With a strong academic background in finance from Providence College, Brian has honed his skills through various roles, including Regional Marketing Associate at Putnam Investments and Research Assistant at Providence College. His career is marked by a commitment to client success and a deep understanding of financial markets. Brian's leadership in the financial services sector reflects his ability to navigate complex investment landscapes and drive organizational growth. He is passionate about fostering strong client partnerships and leveraging innovative financial solutions. Outside of his professional endeavors, Brian is likely to engage in activities that enhance his industry knowledge and contribute to community development.
Brian Cunningham Cfa
Work Experience
Vice President, Client Portfolio Manager at
Congress Asset Management
January 2024 - Present
Vice President, Regional Director at
Congress Asset Management
September 2019 - March 2024
Regional Consultant at
Congress Asset Management
October 2017 - September 2019
Regional Marketing Associate - Internal Wholesaler at
Putnam Investments
May 2016 - October 2017
Dealer Marketing Services Representative at
Putnam Investments
September 2015 - April 2016
Research Assistant at
Providence College
September 2014 - July 2015
Brian Cunningham Cfa
Education
Providence College School of Business, Master Of Business Administration - Mba
January 2014 - January 2015
Providence College, Bachelor Of Science - Bs
January 2010 - January 2014
Xavier High School in Middletown, CT
January 2006 - January 2010
Frequently Asked Questions about Brian Cunningham Cfa
What is Brian Cunningham Cfa email address?
Brian Cunningham Cfa's primary email address is ***********@congressasset.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brian Cunningham Cfa work for?
Brian Cunningham Cfa is a Vice President, Client Portfolio Manager at Congress Asset Management, a company specializing in Other Financial Investment Activities.
Where Brian Cunningham Cfa graduated from?
Brian Cunningham Cfa holds a degree in from Providence College School of Business.
How can I directly contact Brian Cunningham Cfa?
To contact Brian Cunningham Cfa directly, you can use the email address ***********@congressasset.com. Complete contact information is available upon registration with Muraena.
Who is Brian Cunningham Cfa?
Brian Cunningham is a seasoned finance professional with extensive experience in asset management and client portfolio management. He currently serves as Vice President and Regional Director at Congress Asset Management, where he plays a pivotal role in overseeing client relationships and investment strategies. With a strong academic background in finance from Providence College, Brian has honed his skills through various roles, including Regional Marketing Associate at Putnam Investments and Research Assistant at Providence College. His career is marked by a commitment to client success and a deep understanding of financial markets. Brian's leadership in the financial services sector reflects his ability to navigate complex investment landscapes and drive organizational growth. He is passionate about fostering strong client partnerships and leveraging innovative financial solutions. Outside of his professional endeavors, Brian is likely to engage in activities that enhance his industry knowledge and contribute to community development.
Brian`s contact details
***********@congressasset.com
Colleagues
Vice President, Portfolio Manager
Vice President - Portfolio Manager
VP-Regional Director
Senior Vice President
President
Chief Executive Officer
Vice President Client Service
VP, Portfolio Manager
Vice President - Southeast Regional Director
President