Brian L. Conneely


Brian has been in the Financial Services industry for over 20 years specializing in the Wholesale Distribution of Alternative Investment Strategies. He has worked with both established and emerging sponsors on everything from fund creation, setting up operational systems to building and managing distribution teams to raise capital. He has led sales teams for Waypoint Real Estate Investments and Participant Capital and has held senior sales positions at W.P. Carey, Rydex Investments (now part of Guggenheim), Sun Life and Allstate Financial. He began his career at Morgan Stanley in New York City.

Brian obtained his Certified Investment Management Analyst (CIMA®) Designation from The Wharton School at the University of Pennsylvania and a bachelor's degree from Hofstra University. He holds FINRA Series 7, 79, 24, 63, and 65 Licenses. He is also a volunteer ski instructor with the Adaptive Sports Foundation in Windham, New York. He currently resides in Dix Hills, New York with his wife and six children

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