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
Brian Carolan
Co-Chief Investment Officer, Portfolio Manager and Principal
CMH Wealth Management
United States, New Hampshire, Portsmouth
About Me
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
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