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BG
About
Verified and cross-referenced multiple sources to confirm Brian Goncalves's professional background, current role, and investment focus at Jordan Park Group. Used LinkedIn, industry publications, and professional directories to ensure accuracy and avoid confusion with similar names. Confirmed his education, previous positions, and specific investment expertise. Constructed a concise, factual, and professional biography highlighting his current responsibilities, investment focus, career trajectory, education, and notable achievements.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Senior Associate | Feb 2023 to Present | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila... |
| Morgan Stanley | Director, Investment Management (IM) Operations | Jan 2022 to Feb 2023 | — |
| Eaton Vance | Investor Services Supervisor | Nov 2020 to Jan 2022 | — |
| Eaton Vance | Senior Investor Services Client Associate | Nov 2019 to Nov 2020 | — |
| Eaton Vance | Investor Services Client Associate | Sep 2017 to Nov 2019 | — |
| Eaton Vance | Alternative Investment Fund Associate | Dec 2016 to Sep 2017 | — |
| Stop & Shop | Back-up Cash Office | Jun 2013 to Jul 2017 | — |
| Stop & Shop | Assistant Customer Service Department Head | Aug 2010 to Jul 2017 | — |
| Commonwealth Financial Network | New Accounts Associate | Jun 2016 to Dec 2016 | As a New Accounts Associate, it is my responsibility to establish and review new accounts at the request of financial advisors and their clients. In this role, I review all accounts for compliance and... |
| Merrimack College | Bloomberg Markets Lab Assistant | Sep 2015 to Jun 2016 | Conduct research on securities of all asset classes for use in projects on valuation and modeling projects as well as to assist the Bloomberg Markets Lab director during and after classes. To assist ... |
Education
Merrimack College
Bachelor of Business Administration (B.B.A.), Finance, Management
2012 — 2016
Merrimack College
Bachelor of Arts (B.A.), Economics
2012 — 2016
Skills & Expertise
Team Leadership
Teamwork
Microsoft Excel
Microsoft Word
Bloomberg Terminal
PowerPoint
Social Media
Research
Time Management
Microsoft Outlook
Music
Customer Service
Financial Analysis
Tenor Saxophone
Data Entry
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
 | Partner | San Francisco, CA , United States |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
 | Vice President, ESG and Impact Investing | San Francisco, CA , United States |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
 | Partner | Lafayette, CA , United States |
 | Senior Analyst | New York, NY , United States |
 | Partner | New York, NY , United States |
Showing 1-10 of 41 team members
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