Vice President of Investments & Strategic Planning, MWM
Registered Associate, RJFS
Brian Andreosky is a key member of the McGee Wealth Management’s executive team and leads the investment committee. He offers knowledgeable guidance and in-depth support to both the advisor team and the company’s clients. Specializing in investment research and analysis, as well as portfolio construction, he strives to craft a strategy for risk-adjusted returns that are aligned with each client’s long-term objectives. Brian takes pride in utilizing his financial knowledge to offer personalized investment guidance.
Brian is a Registered Representative for Raymond James Financial Services, Inc., member FINRA/SIPC, holds Series 7 and 66 securities licenses, and serves as an investment advisor agent for McGee Wealth Management, Inc.
His background and expertise in business development began as a consultant with Cantor Fitzgerald and FTI Consulting in New York, where he worked closely with institutional clients to improve growth initiatives. In 2011, prior to joining the McGee Wealth Management team in 2013, he worked with Cambia Health Solutions in Portland, where he used his business acumen to analyze venture capital candidates for potential funding.
Brian holds an MBA with a concentration in finance from Georgetown University in Washington, D.C., and a bachelor’s degree in economics and political science from Rutgers University in New Brunswick, New Jersey. He has completed graduate studies in international management at the University of Oxford while residing in the United Kingdom. Brian is currently a Chartered Financial Analyst® (CFA) level 2 candidate.
Brian and his wife, Holly, are new parents as well as outdoor enthusiasts, frequently taking advantage of all the natural wonders the Pacific Northwest has to offer. When he’s not in the office or enjoying the coast or mountains, Brian can be found training in Brazilian Jiu Jitsu and Muay Thai, which he has extensively studied and competes in at the amateur level.