Pension & Wealth Management Advisors
Brian T. Gasbarro is a managing partner and has been working in the financial industry for over 14 years. Brian spent his first 6 years of his career as an Investment Trader at JPMorgan Chase in Boston. For over 8 years, Brian has focused on working with Plan Sponsors and participants in qualified retirement plans. He helps plan sponsors with ERISA compliance, plan design, employee education, plan benchmarking and investment guidance. He holds an AIF (Accredited Investment Fiduciary) which is accredited by The American National Standards Institute. Brian currently serves as a Board Member at Cornerstone VNA and has served on other not for profits in the past.
Brian enjoys golf, coaching his son’s sports teams, and spending time with his family.
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Pension & Wealth Management Advisors
Pension & Wealth Management Advisors is a full-service wealth management advisory firm that has been serving clients for over thirty-five years. They provide the broadest investment opportunity set for their clients, select investment managers based on proprietary research and experience, and build optimized portfolios to achieve objectives. They manage the portfolios based on global themes and prudent risk management.