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Brian Jankowski
Gestionnaire de Portefeuille-Actions chez
River Wealth Advisors LLC
Profil
Mr. Brian J.
Jankowski, CFA, is a Portfolio Manager at River Wealth Advisors LLC.
He is focusing primarily on the firm's equity exposure.
Mr. Jankowski was previously employed as a Senior Investment Analyst & Trader by Fort Pitt Capital Group LLC and a Portfolio Analyst & Securities Trader by Roof Advisory Group, Inc.
He received his undergraduate degree from Mount Saint Mary's University.
Postes actifs de Brian Jankowski
| Sociétés | Poste | Début |
|---|---|---|
River Wealth Advisors LLC
 River Wealth Advisors LLC Investment ManagersFinance River Wealth employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options, and other such asset classes. | Gestionnaire de Portefeuille-Actions | 01/05/2026 |
Anciens postes connus de Brian Jankowski
| Sociétés | Poste | Fin |
|---|---|---|
Fort Pitt Capital Group LLC
 Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt utilizes internal research in their stock, fixed income and mutual fund selection process, and supplements their own research with the data and analysis of major US investment and brokerage firms. The firm attempts to identify products that are positioned to generate long-term total returns equal to or greater than market averages, in line with clients’ risk parameters and long-term financial goals. Fort Pitt may sell a position when they believe the intrinsic value is fully realized, when growth prospects falter due to changing market or economic conditions, or when earnings fail to meet expectations. | Analyst-Equity | 01/06/2024 |
Roof Advisory Group, Inc.
 Roof Advisory Group, Inc. Investment ManagersFinance Roof Advisory Group is an active investor which focuses on the impact of the portfolio level cost structure and seeks to mitigate risk while optimizing overall investment returns. Their utilization of individual stocks and bonds for a significant portion of portfolio allocations dramatically reduces the operating expenses within portfolios. In addition, given their fee-only structure, the firm avoids high-cost investment products that adversely affect investment returns. In many situations, this is a significant differentiating factor between them and other investment advisors who often receive compensation from the investments they select for their clients’ portfolios. Roof Advisory Group utilizes an expansive variety of diverse research sources to construct the stock or fixed income portions of a client’s portfolio. | Analyst-Equity | 30/10/2019 |
Formation de Brian Jankowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Mount Saint Mary's University
 Mount Saint Mary's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Roof Advisory Group, Inc.
Roof Advisory Group, Inc. Investment ManagersFinance Roof Advisory Group is an active investor which focuses on the impact of the portfolio level cost structure and seeks to mitigate risk while optimizing overall investment returns. Their utilization of individual stocks and bonds for a significant portion of portfolio allocations dramatically reduces the operating expenses within portfolios. In addition, given their fee-only structure, the firm avoids high-cost investment products that adversely affect investment returns. In many situations, this is a significant differentiating factor between them and other investment advisors who often receive compensation from the investments they select for their clients’ portfolios. Roof Advisory Group utilizes an expansive variety of diverse research sources to construct the stock or fixed income portions of a client’s portfolio. | Finance |
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options, and other such asset classes. | Finance |
Fort Pitt Capital Group LLC
Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt utilizes internal research in their stock, fixed income and mutual fund selection process, and supplements their own research with the data and analysis of major US investment and brokerage firms. The firm attempts to identify products that are positioned to generate long-term total returns equal to or greater than market averages, in line with clients’ risk parameters and long-term financial goals. Fort Pitt may sell a position when they believe the intrinsic value is fully realized, when growth prospects falter due to changing market or economic conditions, or when earnings fail to meet expectations. | Finance |
