Specialties
About Me
Brian Cotroneo is a former US Naval Flight Officer and has been working in the financial services industry since 2008.
He started his career at Merrill Lynch (later Bank of America Merrill Lynch) and held several roles in the Equity Sales and Equity Research divisions. While at BAML, Brian was a member of the Research Review Committee, the body governing rating and price objective decisions for the firm’s equity coverage. Brian joined Aviance Capital Partners in 2020 as a Senior Wealth Advisor and member of the Investment Committee, guiding investment decisions for the firm’s ~$700mn of assets under management. Brian joined Moors & Cabot in 2023 as Vice President - Advisory Services and founding partner of the Johnson Cotroneo Group - a practice catering to the needs of Business Owners, Corporate Executives, and Special Needs Families. Brian holds the designations of Chartered Financial Analyst, CFA®; Certified Financial Planner, CFP®; Chartered Financial Consultant, ChFC®, and Chartered Special Needs Consultant, ChSNC®. He has earned a Bachelor of Science in Business Administration from Villanova University, a Master of Science in Finance from Georgetown University, and is a graduate of the US Navy Maritime Patrol and Reconnaissance Weapon School. Brian currently lives in Ponte Vedra, FL with his wife and two daughters. He sits on the Board of Directors for Palmer Catholic Academy, is an active member of his parish church, the Jacksonville Villanova Alumni Network, CFA Society Jacksonville, and Estate Planning Council of Northeast Florida. In his spare time he enjoys golfing, the beach, and cheering for Villanova basketball.
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Interests & Hobbies
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Credentials
CFA, CFP, ChFC, ChSNC
Chartered Designations
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Disclosures
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