Brian Pineau, CFA, CAIA
Brian Pineau
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, 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.
Brian lives in Duxbury with his wife Kelsey, and enjoys playing hockey and golf outside of the office. Brian volunteers with, and is on the Board of the Friendship Home in Norwell. He also volunteers with the Financial Literacy Initiative through the CFA Society of Boston.