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Brian Carroll

Portfolio Strategist

Berman McAleer

United States, Maryland, Baltimore

About Me

Portfolio Strategist Brian Carroll joined Berman McAleer in 2018. As a member of the firm’s investment management department, he enjoys the challenge of crafting portfolio allocations unique to each client that will help to achieve their personal financial goals. With a passion for research and detailed securities analysis, Brian spends considerable time analyzing individual investments, meeting with portfolio managers and performing securities due diligence for our clients. Recruited to play lacrosse for the University of Virginia, Brian played professional lacrosse after graduating for the Chesapeake Bayhawks. He volunteered with Harlem Lacrosse while living in New York and with Lacrosse
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Profile Information

Portfolio Strategist

Berman McAleer

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Baltimore

Maryland

United States

May 15, 2024

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