BRIAN PINEAU, CFA, CAIA, Director of Research
Brian enjoys playing hockey and golf when he's outside of the office. When golf courses are closed, he can be found on the mountain snowboarding or skiing. Brian volunteers with the Financial Literacy Initiative through the CFA Society of Boston.
Brian is a key member of the New World team who touches every aspect of the business, from client service to portfolio implementation. He plays an integral role in helping to craft the investment program.
Prior to joining New World Advisors in November of 2018, Brian was a Senior Analyst at Pathstone – an Atlanta-based wealth manager/multi-family office overseeing nearly $12 billion in assets under management. He was a senior member of the firm’s long only investment team, tasked with recommending and covering equity strategies within the domestic small cap, international small cap and Emerging Markets asset classes.
Prior to joining Pathstone in 2016, Brian was a Research Analyst at O'Brien Wealth Partners, a Boston-based firm with over $400 million in assets under management. Prior to that role, he was an Associate at Ned Davis Research, where he worked in relationship management, assisting in both the delivery and consumption of the firm's various research products.
Brian is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst. He is a member of the CFA Society of Boston and the CAIA Society of Boston. He holds a BS in Corporate Finance and Accounting from Bentley University.