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Brian Gracia Cfa Cfp
Brian Gracia Cfa Cfp
Vice President | Focus Financial Partners
New York, New York, United States
Brian Gracia Cfa Cfp
Summary
Brian Gracia is a seasoned finance professional with a robust background in wealth management and financial services. Currently serving as Vice President at Focus Financial Partners, he specializes in value-added investment strategies within high-quality wealth management firms. Brian's career spans multiple roles, including Senior Manager for Financial Services Strategy and a consultancy position at IBM, where he honed his strategic skills in wealth management. He holds an MBA from the prestigious University of Chicago Booth School of Business, which complements his undergraduate degree in Business Management from the University of Massachusetts Boston. Beyond his professional pursuits, Brian's diverse experiences, including hospitality management, contribute to his unique perspective on client relations and service excellence. He is passionate about leveraging innovative financial solutions to enhance client value.
Brian Gracia Cfa Cfp
Work Experience
Vice President at
Focus Financial Partners
August 2021 - Present
Senior Manager - Financial Services Strategy at
PwC
June 2021 - July 2021
Manager - Financial Services Strategy at
PwC
February 2021 - June 2021
Manager - Deals Strategy at
Strategy And Part Of The Pwc Network
January 2020 - January 2021
Senior Associate - Deals Strategy at
PwC
September 2017 - December 2019
Senior Strategy Consultant Intern - Wealth Management at
International Business Machines Corporation (IBM)
June 2016 - August 2016
Associate Portfolio Officer at
BNY Wealth
August 2013 - June 2015
Assistant Portfolio Officer at
BNY Wealth
December 2012 - July 2013
Portfolio Administrator, Private Wealth Management at
BNY Wealth
August 2012 - November 2012
Investment Specialist, Private Wealth Management at
BNY Wealth
August 2010 - August 2012
Front Desk Manager at
Kimpton Hotels & Restaurants
May 2009 - August 2010
Brian Gracia Cfa Cfp
Education
University of Chicago Booth School of Business, Master Of Business Administration - Mba
January 2015 - January 2017
University of Massachusetts Boston, Bsba
January 2006 - January 2009
Frequently Asked Questions about Brian Gracia Cfa Cfp
What is Brian Gracia Cfa Cfp email address?
Brian Gracia Cfa Cfp's primary email address is ************@ibm.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brian Gracia Cfa Cfp work for?
Brian Gracia Cfa Cfp is a Vice President at Focus Financial Partners, a company specializing in Monetary Authorities-Central Bank.
Where Brian Gracia Cfa Cfp graduated from?
Brian Gracia Cfa Cfp holds a degree in Class Of 2017 from University of Chicago Booth School of Business.
How can I directly contact Brian Gracia Cfa Cfp?
To contact Brian Gracia Cfa Cfp directly, you can use the email address ************@ibm.com. Complete contact information is available upon registration with Muraena.
Who is Brian Gracia Cfa Cfp?
Brian Gracia is a seasoned finance professional with a robust background in wealth management and financial services. Currently serving as Vice President at Focus Financial Partners, he specializes in value-added investment strategies within high-quality wealth management firms. Brian's career spans multiple roles, including Senior Manager for Financial Services Strategy and a consultancy position at IBM, where he honed his strategic skills in wealth management. He holds an MBA from the prestigious University of Chicago Booth School of Business, which complements his undergraduate degree in Business Management from the University of Massachusetts Boston. Beyond his professional pursuits, Brian's diverse experiences, including hospitality management, contribute to his unique perspective on client relations and service excellence. He is passionate about leveraging innovative financial solutions to enhance client value.
Brian`s contact details
************@ibm.com
************@kimptonhotels.com
************@bnymellon.com
************@focusfinancialpartners.com
Colleagues
Associate General Counsel, Vice President - Legal
Senior Vice President Finance
VP of Finance
SVP Finance
Vice President
Senior Vice President-Co Director Focus Risk Solutons
Vice President
Deputy General Counsel, Managing Director - Legal
VP - Finance
Senior Vice President Finance