HBKS Wealth Advisors
Brian Sommers, CFA started their work experience in 2001 as the Director of Equities at MDL Capital Management. In 2007, they became the Chief Investment Officer at McKinley Carter Investment Management, a role they held until 2012. Brian then joined Fusion Investment Group, LLC as the Director and Portfolio Manager, where they managed outsource CIO services and individual stock portfolios. In 2014, they joined HBKS Wealth Advisors as the Director of Asset Management, overseeing investment management processes and chairing the Investment Policy Committee. Currently, Brian is the Principal and Chief Investment Officer at HBKS Wealth Advisors. Additionally, they served as a Board Member at Boulder Crest Retreat for Wounded Warriors from 2013-2015.
Brian Sommers, CFA holds an MBA degree in Finance, General, which they acquired from the University of Pittsburgh Katz Graduate School of Business, where they attended from 1992 to 1994. Prior to that, they earned their Bachelor of Arts (B.A.) degree in Economics from Indiana University of Pennsylvania, where they studied from 1981 to 1985.
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HBKS Wealth Advisors
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.