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About
Brian Seay, CFA, is Principal at Mill Capital Management, LLC, based in Concord, North Carolina. As a senior leader at the firm, he is responsible for developing and executing investment strategies, overseeing portfolio management, and guiding client asset allocations. Mill Capital Management, under his direction, manages a diversified portfolio with a strong focus on large-cap U.S. equities, including technology, consumer discretionary, industrials, and financial sectors, as indicated by the firm's significant holdings in companies like Apple, Microsoft, Alphabet, and Berkshire Hathaway.
Prior to joining Mill Capital Management in 2021, Brian was a Senior Investment Strategist at Wells Fargo for over 26 years, where he specialized in portfolio construction, asset allocation, and institutional investment strategies. He began his financial career as a Financial Advisor at Prudential Securities. Over the course of his career, Brian has demonstrated considerable expertise in public equity markets, asset allocation, and multi-asset portfolio management.
Brian holds a BBA in Finance from Walsh College and is a CFA charterholder, reflecting his commitment to professional excellence and ethical standards in investment management. His notable achievements include helping guide clients through complex markets, and his leadership at Mill Capital Management has contributed to the firm's sustained growth and industry recognition.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mill Capital Management, LLC | Principal | Mar 2021 to Present | — |
| Wells Fargo | Senior Investment Strategist | May 1994 to Mar 2021 | — |
| Prudential Securities | Financial Advisor | Jan 1991 to Jan 1993 | — |
Education
Walsh College
BBA, Finance
Others at Mill Capital Management, LLC (1)
| Name | Role | Location |
|---|---|---|
| Principal and CCO | Charlotte, NC , United States |
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