CoverProfile

Brian Carolan

Co-Chief Investment Officer, Portfolio Manager and Principal

CMH Wealth Management

United States, New Hampshire, Portsmouth

About Me

Brian has over 25 years investment experience. Prior to launching CMH Wealth Management, Brian supervised a team that was responsible for over $1.5 billion in assets at US Trust, Bank of America Private Wealth Management. Prior to US Trust, Brian was a portfolio manager at Fidelity Investments and was also a portfolio strategist responsible for asset allocation decisions for total assets of over $3 billion. Brian earned his B.S.B.A. from Villanova University where he was a scholarship member of the Reserve Officer Training Corps (ROTC) and he earned his M.B.A. from Babson College. Brian was awarded the Chartered Financial Analyst designation in 1999 and he is graduate of Cannon Financial

View more

Profile Information

Co-Chief Investment Officer, Portfolio Manager and Principal

CMH Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portsmouth

New Hampshire

United States

Aug 12, 2024

More profiles to browse

Profile Photo
Kristen Hanley
Managing Director, Portfolio Manager and Chief Compliance Officer
JP
John P. Fredette
Co-Chief Investment Officer
Profile Photo
Karen Mccloskey
Principal, Chief Financial Officer & Wealth Advisor
Profile Photo
Tom Burleigh
Wealth Manager

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation