Brian Duffy

Collaborator
DISC Type : is

Portfolio Specialist at Morningstar

Boston, Massachusetts, United States

Overview

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.

Personality Overview

Example Driven

Consensus Builder

Appreciative

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Portfolio Construction
As a Portfolio Specialist at Morningstar, he is deeply involved in asset allocation, investment selection, and portfolio construction for clients.
OCIO Solutions
His time as a Client Portfolio Director and Analyst in the US OCIO division at Mercer indicates significant expertise in outsourced investment solutions for institutions.
Alternative Investments
Previously worked as an Alternatives Product Senior Associate at BNY Mellon, focusing on non-traditional investment vehicles for wealth management.

Media Appearances

Brian has no verified media appearances

Work History

7-2022
Portfolio Specialist at Morningstar
2-2013 - 7-2022
Client Portfolio Director/Analyst - US OCIO at Mercer Investments
11-2010 - 2-2013
Alternatives Product Senior Associate at BNY Mellon Wealth Management
8-2008 - 10-2010
Senior ETF Accountant at State Street

Education

2004 - 2008
B.S. from Providence College

More Information

Social Presence :

Prographics :

Exp : 17 Location : Boston, Massachusetts, United States Job Level : Junior Designation : Portfolio Specialist at Morningstar
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • If possible, involve their colleagues in the sales process

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t ask too many questions that sound too dry and objective
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Brian

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Brian take some risk or not?

  • They probably won’t put a lot at risk.

You And Brian

Personality Compatibility


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