Brian McCormick

Brian joined Commonwealth in August 2004 as a member of the Retirement team and joined the Investment Research team in January 2008. In his current role as portfolio manager, Brian helps oversee Commonwealth’s Preferred Portfolio Services® (PPS) Select program and the Commonwealth model portfolios. He also assists with asset allocation, security selection, and ongoing portfolio monitoring. In addition, he is responsible for advisor inquiries related to portfolio construction, asset allocation, and market/economic-oriented issues. Prior to joining Commonwealth, he worked at Signator Financial Network and Putnam Investments. Brian received his BS in management and finance from Quinnipiac University. He obtained the CIMA® designation and is a member of the Investments & Wealth Institute. He also holds FINRA Series 7, 24, and 63 securities registrations. Brian spends most of his free time at hockey rinks, coaching for the Bay State Breakers and Lovell Hockey