Brian Hoyer

Portfolio Manager

New York, New York

Professional Profile

Call Me When

Call Me When... You are thinking about how to prepare for an exit event, have excess liquidity earmarked for a future transaction or would find holistic advise on investable assets additive.

Contact Method

Best to call

Profession

  • Banker
  • Investor
  • Wealth Planner
  • Professional Certifications

    CFA

    Functional Expertise

  • Capital markets
  • Cash management
  • Equity
  • Investments
  • Private equity
  • Venture capital
  • Business Focus

    Balanced Account Portfolio Manager

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    New Jersey Emerging Professional

    Member Since

    3 Year Member

    Sponsorship Type

    Bronze

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu