About Brian Gormley
Brian Gormley serves the team as a Financial Advisor and Portfolio Manager, and in doing so provides substantial intellectual capital to our wealth management practice and equity plan participants.
Brian coordinates with the Morgan Stanley institutional research team to monitor global trends in equity and fixed income markets. His responsibilities include formulating strategies to effectively manage client portfolio risk and discover new investment opportunities. Brian maintains daily contact with internal and external portfolio management teams to review changes in underlying security holdings.
Over his tenure with The Bankhead Group Brian has served as a valuable resource to public and private executive teams as they establish equity plan design and navigate insider trading rules. Brian leads 10b5-1 plan design and implementation. He collaborates with internal and external advisors to gain familiarity with each executive’s financial priorities. This includes income/estate tax optimization and responsible legacy planning. Upon confirmation, he will map out a plan to efficiently manage concentrated equity positions using time and price discipline.
Brian holds both a B.S. in Economics & Finance and a master's degree in Finance from Bentley University. He is a CFA charter holder and CFP® professional. He is also Series 7 and Series 66 licensed. He is originally from Buffalo, NY, and now resides in Boston. In his spare time, he enjoys playing hockey, golfing and following Buffalo professional sports teams.
Securities Agent: RI, NJ, VA, IA, FL, NH, NC, DE, OR, NY, NV, MO, MA, TN, SC, MD, CA, WI, PA, MI, ME, ID, CT, AZ, GA, DC, CO, OH, AL, WA, MN, VT, IN, IL, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2287498