Brian Jankowski is a Portfolio Analyst and Securities Trader came aboard Roof Advisory Group in June 2015. His primary responsibilities involve investment and economic analysis and research, placing investment trades and rebalancing accounts to target per investment policies. Additionally, he actively participates within the firm’s investment committee.
Brian confirms all trade activity, making certain orders are executed properly and daily pricing of equity, fixed income, and mutual funds are accurate. Furthermore, he monitors qualified retirement plans to assure investment policy tolerances are being implemented.
Brian earned a Bachelor of Arts degree from Mount St. Mary’s University and is a holder of the Series 65 – Registered Investment Advisor Representative. He has previously volunteered in the cancer treatment facility at Frederick Memorial Hospital and the senior care facility at Citizens Montevue Home.