Brian Fullerton

Chief Investment Officer at

Avestar Capital LLC

Finance

Consumer Services

Profile

Mr. Brian Fullerton, CFA MBA, is a Chief Investment Officer at Avestar Capital LLC.
He specializing in asset allocation, manager selection, and tax-efficient strategies.
Prior to joining Avestar, he served as a Managing Director at Goldman Sachs, where he led client relationships and managed funds in its External Investment Group.
His tenure at Goldman Sachs was marked by a commitment to excellence and a track record of success in delivering value to clients.
He held key positions at Gottex and Merrill Lynch Investment Management, where he demonstrated his expertise in alternative investments and led a 500-person team investing approximately $300 billion in assets across stocks, bonds, and alternatives for Merrill's wealth management clients.
Prior to Merrill, he served as Chief Risk Officer for Boston-based Putnam Investments.
Mr. Fullerton holds a Master of Business Administration from the University of Pennsylvania's Wharton School, is a Chartered Financial Analyst (CFA), and a graduate of the University of Virginia.

Brian Fullerton active positions

Companies	Position	Start
Avestar Capital LLC Avestar Capital LLC Investment ManagersFinance Avestar follows an independent and fiduciary standard-based advisory model and takes an endowment-style approach to family balance sheets. With total portfolio management, the firm manages a range of strategies to seek optimal outcomes for an investor’s unique risk and liquidity profile. They build the financial planning and investment strategy based on the client’s goals. Their research process for investment management is comprehensive and systematic, encompassing both quantitative and qualitative factors.	Chief Investment Officer	2024-04-30

All active positions of Brian Fullerton

Former positions of Brian Fullerton

Companies	Position	End
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Head-Equity Investments	2007-07-30
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Head-Equity Investments	2006-09-27
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Corporate Officer/Principal	1998-12-29

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Linked companies

Private companies	6
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Finance
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Avestar Capital LLC Avestar Capital LLC Investment ManagersFinance Avestar follows an independent and fiduciary standard-based advisory model and takes an endowment-style approach to family balance sheets. With total portfolio management, the firm manages a range of strategies to seek optimal outcomes for an investor’s unique risk and liquidity profile. They build the financial planning and investment strategy based on the client’s goals. Their research process for investment management is comprehensive and systematic, encompassing both quantitative and qualitative factors.	Finance