Profile
Mr. Brian P.
Alderson, CFA, is a Partner & Portfolio Manager at Providence Capital Advisors LLC.
He works with the investment team and is responsible for individual security analysis across all portfolio strategies.
Prior to joining Providence Capital Advisors, he was a manager at Ernst and Young LLP in New York.
He provided audit services to public and private clients in the alternative investment space with a focus on the hedge fund industry.
He received his undergraduate and graduate degrees in Accounting from the Pennsylvania State University in 2010.
He is a CFA charterholder and a member of the CFA Society of North Carolina.
Brian Patrick Alderson active positions
| Companies | Position | Start |
|---|---|---|
Providence Capital Advisors LLC
Providence Capital Advisors LLC Investment ManagersFinance PCA manages four investment strategies utilizing individual securities: Core Equity, Covered Call, Diversified Income, and Fixed Income. They also manage a portfolio of exchange-traded funds that provides broad diversification. In some circumstances, alternative investments may be added to the overall allocation. | Analyst-Equity | 2016-06-30 |
Training of Brian Patrick Alderson
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| Private companies | 2 |
|---|---|
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Providence Capital Advisors LLC
Providence Capital Advisors LLC Investment ManagersFinance PCA manages four investment strategies utilizing individual securities: Core Equity, Covered Call, Diversified Income, and Fixed Income. They also manage a portfolio of exchange-traded funds that provides broad diversification. In some circumstances, alternative investments may be added to the overall allocation. | Finance |
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