Directory

>

Brian Gracia Cfa Cfp

avatar

Brian Gracia Cfa Cfp

Vice President | Focus Financial Partners

New York, New York, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Brian Gracia Cfa Cfp

Work Experience

company logo

Vice President at

Focus Financial Partners

August 2021 - Present

company logo

Senior Manager - Financial Services Strategy at

PwC

June 2021 - July 2021

company logo

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

company logo

Senior Associate - Deals Strategy at

PwC

September 2017 - December 2019

company logo

Senior Strategy Consultant Intern - Wealth Management at

International Business Machines Corporation (IBM)

June 2016 - August 2016

company logo

Associate Portfolio Officer at

BNY Wealth

August 2013 - June 2015

company logo

Assistant Portfolio Officer at

BNY Wealth

December 2012 - July 2013

company logo

Portfolio Administrator, Private Wealth Management at

BNY Wealth

August 2012 - November 2012

company logo

Investment Specialist, Private Wealth Management at

BNY Wealth

August 2010 - August 2012

company logo

Front Desk Manager at

Kimpton Hotels & Restaurants

May 2009 - August 2010

Logos provided by Logo.dev

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

mail

************@ibm.com

************@kimptonhotels.com

************@bnymellon.com

************@focusfinancialpartners.com

Colleagues

avatar
Andrew Getsinger

Associate General Counsel, Vice President - Legal

avatar
Saj Simon

Senior Vice President Finance

Ross Weiner

SVP Finance

avatar
Nicholas Egan

Vice President

avatar
Eric Stein

Senior Vice President-Co Director Focus Risk Solutons

avatar
Joshua Bass

Vice President

avatar
Anil Abraham

Deputy General Counsel, Managing Director - Legal

avatar
Dhruv Gupta Cfa

VP - Finance

David Rebetti

Senior Vice President Finance

View Contact details (it's free)
Request Profile Removal