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About
Brian Sawyer is a Senior Financial Analyst at Condor Capital Wealth Management, based in South Brunswick Township, NJ. In his role, Brian conducts investment research that supports both the client service team and the firm’s investment committee, while also carrying out portfolio rebalancing, processing daily trade requests, and ensuring client portfolios align with Condor’s broader investment strategies.
Brian joined Condor Capital in January 2022 after his earlier experience as an investment specialist trainee at Merrill Lynch. His expertise includes portfolio management and financial analysis, and he is directly involved in the execution and oversight of multi-asset investment strategies for individuals, business entities, and trusts. While specific sector coverage is not publicly listed, his responsibilities focus on asset allocation, strategy implementation, and supporting comprehensive wealth management solutions.
He holds a Bachelor of Science in Finance, graduating Cum Laude from the University of Scranton’s Kania School of Management, with a minor in Accounting. Brian’s foundational experience and educational background equip him to contribute to research-driven investment management and client-focused solutions at Condor Capital Wealth Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Condor Capital Wealth Management | Analyst | Jan 2022 to Present | — |
| Merrill Lynch | Investment specialist trainee | Jul 2021 to Jan 2022 | — |
| Somfy U.S. | Warehouse Worker | Aug 2017 to Jul 2021 | — |
| Somfy U.S. | Accounts Payable Assistant | Feb 2017 to Aug 2018 | — |
| University of Scranton | Tele-counselor | Sep 2020 to May 2021 | — |
| University of Scranton | Mailroom Clerk | Feb 2019 to Aug 2019 | — |
| South Brunswick Athletic Association | Umpire | Apr 2014 to Jun 2017 | — |
Education
University of Scranton
Finance, General
2017 — 2021
South Brunswick High School
High School Diploma
2013 — 2017
Others at Condor Capital Management (1)
| Name | Role | Location |
|---|---|---|
| Manager of Investment Research | Bridgewater, NJ , United States |
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