Brian Gary McCoy
Analyst-Equity at Connors Investor Services, Inc.
Profile
Mr. Brian G.
McCoy, CFA, is a Vice President at Connors Investor Services, Inc. His primary responsibilities include equity research and portfolio management.
Prior to joining Connors Investor Services in 2003, Mr. McCoy was a portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs.
He was also with Evergreen Investments, working as an analyst with its proprietary hedge fund and private equity fund of funds.
He graduated with a BS from Pennsylvania State University and an MBA from Kutztown University.
He earned the Chartered Financial Analyst charterholder designation in 1999.
Brian Gary McCoy active positions
| Companies | Position | Start |
|---|---|---|
Connors Investor Services, Inc.
 Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Analyst-Equity | 2002-12-31 |
Former positions of Brian Gary McCoy
| Companies | Position | End |
|---|---|---|
First Investment Co., Inc.
 First Investment Co., Inc. Financial ConglomeratesFinance Part of H.C. Bailey Co., First Investment Co., Inc. provides investment services. | Corporate Officer/Principal | - |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Analyst-Equity | 2002-12-31 |
Training of Brian Gary McCoy
| The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Connors Investor Services, Inc.
Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
First Investment Co., Inc.
First Investment Co., Inc. Financial ConglomeratesFinance Part of H.C. Bailey Co., First Investment Co., Inc. provides investment services. | Finance |
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