brian hope

chief financial officer

About

Brian Hope has more than 20 years of experience working with affluent families as a Family Office executive. Brian joined MA Wealth Management as controller in 1996, became a portfolio manager in 1998, and was promoted to deputy director and chief investment officer in 2002. He also has served as chief financial officer for several private foundation clients of MA Wealth Management. Brian has extensive experience in trust administration, with an emphasis on charitable trusts, as well as fixed-income management for high net worth families. He earned a degree in finance, real estate, and law from California State Polytechnic University. Brian lives in Alta Loma with his wife Karen and three sons. Specialties: Trust Administration, Charitable Trusts, Fixed-Income Management, Finance, Real Estate & Law, Family Office, Wealth Management, Risk Management, Asset Allocation, Estate Planning, Tax Planning, Fiduciary, Charitable Giving, Family Office

Country

united states

City

los angeles

Industry

financial services

Skill

wealth management, investments, asset allocation, portfolio management, finance, fixed income, risk management, asset management, estate planning, financial planning, financial advisory, financial planners, strategic planning, financial analysis, wealth, high net worth individuals, investment advisory, charitable giving, charitable trusts, wealth transfer, retirement planning, endowments, foundations, charities, succession planning, private wealth management, trust services

Experience

chief financial officer

robert gumbiner foundation

2009-1 - 2015-9 · 6 yrs 9 mos

deputy director of family office services and chief investment officer

ma wealth management

2002-10 - 2015-9 · 13 yrs

In his current position, Brian heads up Portfolio Management activities at MA Wealth. He has also served in a senior management role with the single family office and as CFO for charitable entities. His duties have included developing tax and estate planning strategies, administering numerous trust entities including charitable remainder trusts, and providing extensive risk management support to clients.

portfolio manager

management activities

1998-1 - 2002-1 · 4 yrs 1 mo

In his role as Portfolio Manager, Brian managed the fixed income investments for the single family office, including taxable and non taxable entities, and was responsible for consolidated investment return analysis as well as directing the family office accounting staff.

controller

management activities

1996-1 - 1998-1 · 2 yrs 1 mo

As Controller, Brian was responsible for all accounting operations for a single family office, generating consolidated weekly and monthly reporting, as well as handling all cash management activities.