Brian J. Regan

Portfolio Manager-Equities at

Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Consumer Durables

Profile

Mr. Brian J.
Regan is a Senior Portfolio Manager at Wealth Enhancement Advisory Services LLC.
He brings over 15 years of experience in corporate finance and investment management.
His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.
He also trades, prepares presentations, and participated in radio shows, webinars, and conferences to communicate our investment philosophy and strategy.
Mr. Regan was previously employed as a Chief Investment Officer by Asset Management Resources LLC and a Principal by Winter Harbor LLC.
He received his undergraduate degree from Questrom School of Business and an MBA from Boston College.

Brian J. Regan active positions

Companies	Position	Start
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Portfolio Manager-Equities	01/01/2024

All active positions of Brian J. Regan

Former positions of Brian J. Regan

Companies	Position	End
Asset Management Resources LLC Asset Management Resources LLC Investment ManagersFinance AMR aims to maximize returns for client’s sensitivity to risk. The firm’s investment process creates a 2-3-year global outlook that begins to inform their decision making.	Chief Investment Officer	01/01/2024
Winter Harbor LLC Winter Harbor LLC Recreational ProductsConsumer Durables Manufactures, sales and repairs boats	Corporate Officer/Principal	01/08/2017

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Linked companies

Private companies	5
Winter Harbor LLC Winter Harbor LLC Recreational ProductsConsumer Durables Manufactures, sales and repairs boats	Consumer Durables
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Finance
Asset Management Resources LLC Asset Management Resources LLC Investment ManagersFinance AMR aims to maximize returns for client’s sensitivity to risk. The firm’s investment process creates a 2-3-year global outlook that begins to inform their decision making.	Finance
Questrom School of Business Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services