Brian Hubick

Brian Hubick has a diverse work experience in the financial sector. Brian started their career as a Sales Associate at BNY Mellon Wealth Management in 2014, where they handled administrative duties for business development and portfolio management. In 2015, they transitioned to the role of Portfolio Analyst, responsible for handling administrative duties related to account openings, cash disbursements, and account maintenance. Brian then became an Associate Wealth Manager in 2016, supporting Wealth Managers in analyzing clients' financial data and finding suitable financial solutions. In 2019, they were promoted to Wealth Manager, where they worked closely with clients to manage their assets and provide financial protection measures such as trusts and estates. Brian left BNY Mellon in 2021 to pursue a Mergers and Acquisitions Summer Associate position at TSI - Transworld Systems Inc. In 2022, they joined Livingstone as an Investment Banking Associate. Additionally, Brian worked at Ellwood Associates from 2011 to 2014, first as a Performance Analyst responsible for updating and reconciling performance records, and later as a Research Analyst monitoring trends in the fixed-income fund space and preparing investment updates for consultants. Overall, Brian's experience showcases their expertise in financial management, analysis, and consulting.

Brian Hubick completed their education history as follows:

- From 2003 to 2007, they attended Saint Viator High School.

- From 2007 to 2011, they pursued their undergraduate studies at the University of Wisconsin-Madison, earning a Bachelor of Arts (BA) degree with a major in History.

- In 2010, they also spent a year studying at the University of Galway, focusing on History during that time.

- Recently, from 2020 to 2022, they pursued their Master of Business Administration (MBA) degree from The University of Chicago Booth School of Business, with a concentration in Finance, Accounting, and Entrepreneurship.

- In June 2022, they obtained the Master of Business Administration certification from The University of Chicago Booth School of Business.