The Latest

  • April 29
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  • April 29
  • Brian Summers is territory sales manager for the New York City Metro territory of The Paul Revere Life Insurance Company, which underwrites Colonial Voluntary Benefits products. He manages a sales team that markets these products, programs and services in the area.\nSummers joined the company in 2006 and has received numerous awards for sales excellence. He regularly contributes articles about voluntary benefits to national trade publications and is recognized as an expert in voluntary benefits.\nRecently, Summers, qualified for President’s Club, finishing in the Top 3, for Territory Sales Managers, within Colonial Life.\nBefore joining the company, Summers was a professional Firefighter\/EMT. Summers, served as Union Vice-President and Trustee until 2005. Summers received the firefighter of the year award in 1999 for rescuing a woman from a burning apartment. In his 11 year career with the fire department, Summers was cited for bravery on several occasions.

    April 29
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  • Brian is a co-founder and Principal of 361° Capital LLC. Brian is located in the Denver office and as Chief Investment Officer is responsible for macro economic research, portfolio construction, and portfolio management. He has over 25 years of experience in the investment management profession and has personally provided investment advisory services to numerous institutions and high net worth individuals. In 1996, Mr. Cunningham co-founded a regional investment advisor, where he served on the Board of Managers and acted as Chief Investment Strategist. Over his career he has gained extensive hedge fund experience while managing the due diligence and research efforts on traditional and hedge fund products. In addition to his experience evaluating hedge funds, Mr. Cunningham also has direct hedge fund expertise, which he developed while serving as managing member for a quantitative market neutral management company. Mr. Cunningham has earned the designations Chartered Financial Analyst (CFA) and Certified Investment Management Consultant (CIMC). He is a member of the Association of Investment Management and Research and the Denver Society of Security Analysts. In addition, he is a charter member of the Institute for Certified Investment Management Consultants (ICIMC). In 1999, Mr. Cunningham was honored as one of the financial services industry “best and brightest” by the Society of Senior Consultants for his pioneering work in advancing the practice of investment management consulting. He earned his degree in Business Administration from Colorado State University.

    April 29
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  • The traditional grid that delivered handsome payouts for advisers will likely go away for all but the top performers.

    April 29
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  • Brian Menickella is a co-founder and managing partner of The Beacon Group of Companies, a financial services firm that offers companies and individuals advice on insurance, investing and employee benefits.\n 

    April 29
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  • Brian Hall is a partner at Porter Wright Morris & Arthur LLP, where he helps companies effectively manage their full range of workforce issues. Hall is also editor of the firm’s Employer Law Report

    April 29
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