Brian Schmeer, CFA

Managing Director and Equity Research Analyst at Wellington Management, Portfolio Manager

Background

Brian J. Schmeer, CFA, is an equity research analyst and a member of the firm's Quality Equity Team. Brian conducts fundamental analysis on global equity investments as a generalist. His research supports the investment decision-making process for a range of portfolios managed for clients of the firm. He works in our Boston office.

Prior to joining Wellington Management in 2016, Brian worked at Manning & Napier as a member of the Focused Opportunities Group, where he was a generalist (2014 - 2015) and the Capital Goods and Equipment Group (2012 - 2014), where he covered metals & mining, energy, industrials, and transportation.

Brian earned his BA in financial economics, with distinction, from the University of Rochester (2012). Additionally, he holds the Chartered Financial Analyst designation.