Brian Glick, CFA
Senior Portfolio Analyst
Brian Glick, CFA is the Senior Portfolio Analyst at NEIRG Wealth Management. His role includes investment research, strategic and tactical asset allocation, portfolio analytics, and risk management. Prior to joining the firm in 2022, he worked as an independent analyst and private investor. He began his career as an Investment Analyst at Citi Institutional Consulting in Washington DC and subsequently worked for a Boston-based accounting firm’s private client services group, assisting high-net-worth individuals.
Brian received his Bachelor’s degree in Finance from Bentley University where he returned to earn his Master’s in Taxation. He is a CFA® charterholder and member of the CFA® Society of Boston.
Outside the office, Brian enjoys spending time with his family and sporting activities. He lives in Andover, MA with his wife and two sons.