Brian Carlisle
Senior Vice President & Wealth Management Consultant at Cohen & Steers
- Role
- Senior Vice President at Cohen & Steers
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President
Jun 2022 — Present · Columbus, OH, US
Investment Consultant, with 20 years of industry experience, collaborating with Financial Advisors, Private Wealth Advisory Teams, Registered Investment Advisors, Bank Trust Departments, and Multi-Family Offices across the Great Lakes Region. Responsible for providing subject matter education and consultations on the unique set of asset classes and strategies managed by Cohen & Steers (Ticker Symbol CNS on the NYSE). Based in Columbus, OH.
Education
The College of Wooster
Bachleor of Arts, Communication Studies
1998 — 2002
Skills
- Series 7
- Series 66
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