Brian Laurence Mackin

Chief Compliance Officer at West Financial Services, Inc.

Brian Laurence Mackin

Brian Laurence Mackin

Chief Compliance Officer at West Financial Services, Inc.

Biography

Brian is responsible for SEC compliance and provides investment management and financial planning services to clients. His clients include executives of public and private companies, business owners, and retirees. Brian has more than 15 years of experience in investment management and personal financial planning. Since joining West Financial Services in 2001, he has held a variety of positions, including securities trader, network administrator, and portfolio manager.

Brian earned a BS in Business Administration with a concentration in Economics from George Mason University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Brian enjoys spending time with his wife and daughter, playing golf, and supporting his hometown Cleveland sports teams.

Overview
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61

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Founder at West Financial Services, Inc.

Relationship likelihood: Strong

Executive Vice President for Wealth Management, Insurance, Mortgage at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Executive Vice President, General Counsel & Secretary at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Chairman at West Financial Services, Inc.

Relationship likelihood: Strong

Chief Operating Officer at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Portfolio Management Vice President, Sandy Spring Bank at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Client Services Vice President, Sandy Spring Bank at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Retirement Plan Services at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Fixed Income at West Financial Services, Inc.

Relationship likelihood: Strong

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Brian Laurence Mackin
Chief Compliance Officer at West Financial Services, Inc.
Education
Class of 2000

George Mason University is setting the gold standard for the modern, public university. Its dynamic culture and innovative academic programs prepare Mason’s hard-working students for 21st century careers. Its commitment to teaching excellence combines with cutting-edge research that enriches the academic experience and is literally changing the world. Mason is affordable, yet offers high value. Ideally located in the National Capital region, students enjoy terrific cultural experiences and access to the most sought-after internships and employers in the country.

Career History
Chief Compliance Officer
2004 - Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments. For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities. WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Portfolio Administrator & Client Relation Manager
1999 - 2001

Houlihan Financial Resource Group Ltd. is a private company headquartered in Reston, VA. The firm provides investment advice.

Other Affiliations

Brian Laurence Mackin is affiliated with West Financial Services, Inc., Houlihan Financial Resource Group Ltd.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Brian Laurence Mackin. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Brian Laurence Mackin's profile does not indicate a business or promotional relationship of any kind between RelSci and Brian Laurence Mackin.
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