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Brian Connell CFA

A life-long technology enthusiast, Brian first became involved with computer programming in high school, and then began his financial education at Duke University, where he earned a A.B. in Economics in 1992. After a two-year stint as a Sstockbroker at Prudential Securities, where he passed his FINRA Series 7, 63, 65, 3, and 24 exams, as well as the Florida Life, Health, and Variable annuities rep exam, Brian found himself naturally drawn towards equity research and portfolio management.