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Carrick Bend Advisors, LLC
San Mateo, CA

Brian Berberet

CFA®
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Meet Brian

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Introduction - Brian Berberet
Video Transcripts

Brian Berberet, CFA, is the Founder and Managing Member of Carrick Bend Advisors LLC, a comprehensive portfolio and wealth management registered investment advisory firm located in San Mateo.

Prior to starting his own investment advisory practice, Brian worked at Highmark Capital Management from 1993 through 2003 where his job positions and responsibilities included institutional equities trading, equities research (Banking, Telecommunications, and Entertainment industries), and working on two equity mutual fund…

Brian Berberet, CFA, is the Founder and Managing Member of Carrick Bend Advisors LLC, a comprehensive portfolio and wealth management registered investment advisory firm located in San Mateo.

Prior to starting his own investment advisory practice, Brian worked at Highmark Capital Management from 1993 through 2003 where his job positions and responsibilities included institutional equities trading, equities research (Banking, Telecommunications, and Entertainment industries), and working on two equity mutual fund management teams. Brian also designed successful equity portfolio strategies for Highmark’s private client group. Brian received is BBA in Finance from The University of Texas at Austin.

Brian lives in San Mateo where he serves on the Investment Policy Committee for the City of San Mateo. Brian enjoys cycling, hiking, and yoga. He worked his way through college as a professional chef, a passion he has been pursing since his early teens. A native of Santa Barbara, Brian grew up on an avocado orchard and has lived in the Bay Area since 1990.


Services offered

Investment Management
Retirement Planning
College Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
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