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Brian J. Grumbach
Profile
Mr. Brian J.
Grumbach is a Managing Director & Partner at HighTower Advisors LLC since 2012.
Prior to joining HighTower, Mr. Grumbach worked for The Kelly Group at Merrill Lynch.
He has earned the Certified Investment Management Analyst designation, is a CFP certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His main responsibilities were to oversee the group’s managed money accounts.
He was required to monitor performance and investment activity, as well as suitability for the Kelly Groups client base.
He conducted primary research for their group while staying abreast of all of the information disseminated from Merrill Lynch Global Research to facilitate the selection of funds, managers, and structured products for their clients.
He also is an integral part of the group’s financial planning efforts.
Mr. Grumbach is a graduate of Towson University with a degree in Business and a concentration in Finance, Accounting, and Management.
Prior to joining Merrill Lynch in 1996, he held a management position in a large global retailing firm.
Former positions of Brian J. Grumbach
Companies | Position | End |
---|---|---|
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Training of Brian J. Grumbach
Towson University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
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