Brian Gift, CFA – Managing Director
Brian is the Chairman of the Investment Strategy Committee and is directly responsible for formulating customized investment plans along with the implementation and adherence to those strategies for the firm’s wealth management and corporate retirement clients.
Brian comes to MBL Advisors Inc. after 12 years at U.S. Trust, Bank of America Private Wealth Management, where he was a Senior Vice President & Senior Portfolio Manager overseeing $750MM in client assets. In this role, Brian was responsible for decisions involving portfolio management, asset allocation and portfolio construction.
Brian received his B.S., in Business Administration with a concentration in Finance from Elon University. Brian holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society North Carolina.
Brian lives in Charlotte with his wife Ashley, their son Baron and daughter Leighton. He is an active partner with Waypoint Community Church, where he is currently serving as an Elder. Brian was a participant in the 2016 class of Charlotte Leadership Forum and has also volunteered his time with Big Brothers Big Sisters of greater Charlotte. Outside of work, Brian enjoys spending time with family and friends, playing golf and working out with F3 nation.