Brian Allen

Manager, Institutional Sales, Investment Advisor Representative & Registered Representative at Homestead Funds

Brian has been providing investment guidance and client services to Homestead Funds shareholders for more than a decade. He holds FINRA securities licenses Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam).

He is a graduate of King College, where he received a Bachelor’s degree in business administration. He received his MBA from Marymount University.

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Manager

Beth Civerolo

Director, Mutual Fund Operations & Registered Principal

Peers

Tamika Bishop

Senior Consultant, Deferred Compensation Products & Registered Representative

Megan Fontem

Manager, Client Relationships, Registered Principal & Investment Advisor Representative

Kara Gardner

Senior Consultant, Deferred Compensation Products & Registered Principal

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Timeline

Manager, Institutional Sales, Investment Advisor Representative & Registered Representative
Current role

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