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Brian Mcnamara is a seasoned investment professional with expertise in mutual funds, portfolio management, and financial services. He holds a Chartered Financial Analyst (CFA) designation and Series 7, 63, 65, 6 licenses, providing him with a strong foundation in investments and financial markets.

Credentials

  • Chartered Financial Analyst
    CFA Institute
    Jan, 2015
    - Apr, 2026
  • Series 7, 63, 65, 6
    FINRA
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Industry Focus. “Investment Banking”

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