Brian G. McCoy, CFA
Brian McCoy joined the firm in 2003. Previously, he was a portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs. He was also with Evergreen Investments, working as an analyst with its proprietary hedge fund and private equity fund of funds. He graduated with a BS from Pennsylvania State University and earned the Chartered Financial Analyst® charterholder designation in 1999 and an MBA from Kutztown University. His primary responsibilities include equity research and portfolio management.