507 N. Front Street Harrisburg, PA 17101
717.260.9281
Brian Jankowski

Brian J. Jankowski, CFA®

Senior Investment Analyst & Trader

Brian Jankowski, a Chartered Financial Analyst® charterholder and Portfolio Analyst and Securities Trader. His primary responsibilities involve investment and economic analysis and research, placing investment trades and rebalancing accounts to target per investment policies.

Brian confirms all trade activity, making certain orders are executed properly and the daily pricing of equity, fixed income, and mutual funds is 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.

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