As a Financial Analyst Intern, Brian engages in investment research and portfolio modeling to aide and support portfolio management decisions made by Brien and Sarah for the TWA clients. His primary scope of analysis is ensuring that investments our clients hold are optimal given their risk level through diligent quantitative and qualitative research and assigning them buy, sell, and hold ratings. Brian is especially interested in observing and evaluating short-term price fluctuations resulting from the changing economic climate and projecting performance in the long-term through valuation research and technical analysis.
Brian is entering his senior year at Texas A&M University in the Professional Public Accountant Program and will receive his Bachelors of Business Administration in Accounting and will then begin his graduate year pursuing his Masters of Financial Management. Upon graduation, Brian aspires to become a financial analyst for mergers and acquisitions at an investment bank and eventually start his own financial management company.
Outside of his studies and work at TWA, Brian is an active member of Gents Men’s Society of Texas A&M and is a peer leader for Freshman Business Initiative. He enjoys spending his time playing contemporary and classical piano, tennis to stay active, and getting outside. Brian is regularly spending time with friends and family and watching the latest good movie.