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Fred Bohlander headshot

Brian Salcetti, CIMA®, AIF®

CEO, Managing Partner


Experience

  • 20+ Years of Industry Experience
  • Financial Advisor, Kaplan Financial Group/AXA Equitable
  • Vice President & Regional Director, Ivy Funds Distributors Inc.
  • Institutional Services & Regional Consultant, Rydex Investments (now Guggenheim Investments)

Education

  • University of Delaware, Lerner College of Business, BSBA. Major: Finance, Minor: Management Information Systems
  • University of Pennsylvania, The Wharton School. Certified Investment Management Analyst Program

Accolades

  • Bethesda Magazine - The Face of Wealth Management - 2021
  • Five Star Wealth Manager - 2016-2021
  • Forbes Best-in-State Wealth Advisor - 2021
  • Forbes Best-in-State Next-Gen Advisor - 2019
  • Best of Modern Luxury DC - Voted Best Wealth Manager - 2021
  • Potomac Lifestyle Magazine - Voted Best Wealth Manager - 2021

Licenses, Designations, Memberships

  • Accredited Investment Fiduciary (AIF®)
  • Certified Investment Management Analyst (CIMA®)
  • Investments & Wealth Institute

Personal

  • Lives in Bethesda with his wife (Nicole),  three children (Braden, Avery & Madison) and their Bernedoodle dog (Bailey).
  • Brian swam at the University of Delaware
  • Brian enjoys travel, golf, food & wine and spending time with his family