Cfa® Brian Sottak Cfp®, Caia®

Brian Sottak, CFA®, CFP®, CAIA® has a diverse work experience spanning over 13 years. Their most recent role was as a Partner & Managing Director at Mission Wealth, where they currently work. Prior to that, Brian worked at Balyasny Asset Management L.P. as part of the Investment Management team. Brian also had experience in Investment Management at Mellon Capital and Bank of New York Mellon. Earlier in their career, Brian worked at FMV Opinions, Inc. as an Analyst in their Valuation Services & Investment Banking Division, and at National Semiconductor as an Analyst & Trader.

Brian Sottak, CFA®, CFP®, CAIA®, completed their Bachelor of Science in Business Administration at California Polytechnic State University-San Luis Obispo from 2003 to 2006. Brian concentrated in Financial Management during their studies. Brian has also obtained several certifications, including the CAIA Association Charterholder & Member (Chartered Alternative Investment Analyst) from CAIA Association, the CFA Institute Charterholder & Member (Chartered Financial Analyst) from the CFA Institute, and the Certified Financial Planner Charterholder from the CFP Board. However, the specific months and years of obtaining these certifications are not provided.