Brian C. McNamara

Former Senior Equity Analyst at Rockefeller & Co., Inc.

Brian C. McNamara

Brian C. McNamara

Former Senior Equity Analyst at Rockefeller & Co., Inc.

Biography

Mr. Brian C. McNamara, CFA MBA, is a Senior Equity Analyst at Rockefeller & Co. LLC. Prior to his current position, he was a Trading Room Specialist within the Investment Group. He joined the trading room after spending 3 years with Rockit Solutions, LLC where he performed several roles within the Operations Department. Prior to joining the Rockefeller, Mr. McNamara held an internship at Prudential Securities, Inc. in Syracuse, NY. Mr. McNamara holds an MBA in Finance from Mercy College along with a BS in Finance and B.A. in Economics from SUNY Oswego.

Overview
RelSci Relationships

109

Number of Awards

1

Relationships
RelSci Relationships are individuals Brian C. McNamara likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Operating Officer at Rockit Solutions LLC

Relationship likelihood: Average

President at Rockit Solutions LLC

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Former Managing Director & Chief of Wealth Management Administration at Rockefeller & Co., Inc.

Relationship likelihood: Average

Vice President, Business Development at Rockit Solutions LLC

Relationship likelihood: Average

President & Chief Executive Officer at Fiduciary Trust Company

Relationship likelihood: Average

Managing Director at ChampionScott Partners

Relationship likelihood: Average

Vice President-Research & Development at Rockit Solutions LLC

Relationship likelihood: Average

Chief Technology Officer at 605

Relationship likelihood: Average

Senior Vice President-Partnership Accounting & Tax Service at Rockit Solutions LLC

Relationship likelihood: Average

Finance Associate at MidOcean Partners

Relationship likelihood: Average

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Brian C. McNamara
Former Senior Equity Analyst at Rockefeller & Co., Inc.
Education
BA in Economics

A high quality, respected college on par with a private school (but at the cost of a public school) is what makes SUNY Oswego a great choice for residents of upstate New York and the Northeast in general. Situated alongside a lake in the rural town of Oswego, New York, SUNY Oswego’s environment offers natural beauty and, with its numerous buildings that stretch across hundreds of acres, a spacious campus. At the graduate and undergraduate levels, SUNY Oswego boasts top-notch faculty, a number of whom are Fulbright scholars, published writers and award-winning researchers. In addition to learning from such exceptional faculty, many students also engage in research, another academic advantage of a SUNY Oswego education. Degrees at SUNY Oswego are granted through distinctive schools including the College of Liberal Arts and Sciences, the School of Business, a School of Education and a school for Fine and Performing Arts. Student life is equally impressive, offering over 100 academic, cultural, religious, community service and media-related student organizations. For freshman applicants who have been out of high school for fewer than three years, SAT or ACT scores are required. Additional requirements for all students include a high school diploma or GED as well as transcripts. Tuition is lower for in-state residents and financial aid options are available.

Career History
Senior Equity Analyst
Prior - 2018

Rockefeller & Co From its roots over a century ago as a private investment office to the diversified financial services firm that it is today, Rockefeller & Co. has always taken pride in the integrity, depth, and vision of its professionals. Today, the firm serves a wide range of individuals and institutions. Successful families and individuals rely on our planning and wealth management skills in seeking to preserve, diversify, and grow their wealth – often from one generation to the next. Institutional investors select us for our asset management expertise. Charitable and other organizations recognize the sophistication of our financial and investment services, as well as our longstanding credentials, in the nonprofit world. And we remain, as we have been since our inception, the financial stewards of one of America’s great family legacies

Income & Corporate Actions Administrator
Prior

Rockit Solutions LLC provides technical solutions for investment advisers and other financial institutions. It offers Rockit Command which allows financial professionals to access Rockit's proprietary database and Portfolio View which provides secure and web-based access to portfolio data. The company was founded on January 1, 2000 and is headquartered in Stamford, CT.

Intern
Prior

Prudential Securities was the financial services arm of the insurer, Prudential Financial. In 2003, Prudential Securities was merged into Wachovia Securities, a division of Wachovia Bank.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Brian C. McNamara is affiliated with Rockefeller & Co., Inc., Rockit Solutions LLC, Prudential Securities

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