Brian Duffy
Login to view DISC.Brian Duffy is a Portfolio Specialist at Morningstar, drawing on a diverse background in the investment industry. His experience includes roles as a Client Portfolio Director for US OCIO services at Mercer, an Alternatives Product Senior Associate at BNY Mellon Wealth Management, and a Senior ETF Accountant at State Street. He holds a B. S. from Providence College.
His career showcases specialized experience in Outsourced Chief Investment Officer (OCIO) services and alternative investment products for wealth management clients.
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