Brian Locarni
Plus aucun poste en cours
Profil
Brian Locarni worked as a Senior Trader at Windhaven Investment Management, Inc., an Equity Trader at Moors & Cabot, Inc., and a Principal at Edwards Angell Palmer & Dodge LLP.
He received an undergraduate degree from Northeastern University.
Anciens postes connus de Brian Locarni
| Sociétés | Poste | Fin |
|---|---|---|
Edwards Angell Palmer & Dodge LLP
 Edwards Angell Palmer & Dodge LLP Miscellaneous Commercial ServicesCommercial Services Founded in 1997, Edwards Angell Palmer & Dodge LLP is a law firm that manages private portfolios for high net-worth individuals. The firm is headquartered in Boston with offices throughout the US and in the UK and Hong Kong. | Corporate Officer/Principal | - |
Moors & Cabot, Inc.
 Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Trading-Equity | - |
Formation de Brian Locarni
| Northeastern University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Edwards Angell Palmer & Dodge LLP
Edwards Angell Palmer & Dodge LLP Miscellaneous Commercial ServicesCommercial Services Founded in 1997, Edwards Angell Palmer & Dodge LLP is a law firm that manages private portfolios for high net-worth individuals. The firm is headquartered in Boston with offices throughout the US and in the UK and Hong Kong. | Commercial Services |
Moors & Cabot, Inc.
Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Finance |
