Brian William Mallette
Portfolio Manager-Equities at HBK Sorce Advisory LLC
Profile
Mr. Brian W.
Mallette is a Principal & Senior Financial Advisor at HBK Sorce Advisory LLC.
He joined HBKS in June of 2008.
He works closely with his team members, servicing client relationships and asset management.
Because each client’s portfolio is customized to meet their unique individual needs, he also focuses on the construction of customized asset allocations as well as portfolio analysis and risk management.
In addition, he handles the trade executions for the team.
He is a GAIN Member of the Leadership Collier Foundation in Naples, Florida.
Mr. Mallette earned his BS of Economics degree from the Whittemore School of Business at the University of New Hampshire.
He is a Certified Financial Planner.
Brian William Mallette active positions
| Companies | Position | Start |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Portfolio Manager-Equities | 2008-05-31 |
Training of Brian William Mallette
| University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
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