Brian Morelli

Vp, Marketing Compliance Manager at PineBridge

Brian Morelli has a strong background in compliance and investment management with over 12 years of experience. Brian is currently working as a VP, Marketing Compliance Manager at PineBridge Investments since December 2022. Prior to this, Brian worked at Manulife Investment Management where they held various roles such as Distribution Compliance Manager, Distribution Compliance Sr. Analyst, Investment Compliance Team Leader, and Investment Compliance Analyst from 2010 to 2022.

Brian Morelli attended the University of Massachusetts Dartmouth from 2000 to 2004, where they obtained a Bachelor's degree in History. From 2007 to 2010, they pursued a Master of Divinity (M.Div.) degree in Divinity at Gordon-Conwell Theological Seminary. In addition, Brian Morelli has obtained additional certifications, including the General Securities Principal (Series 24) and General Securities Representative (Series 7) from FINRA in 2021.

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Timeline

  • Vp, Marketing Compliance Manager

    December, 2022 - present

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