Brian Sawyer, CFA

Investment Analyst
 
Brian Sawyer, CFA, has nearly five years of industry experience across investments and capital markets. Prior to joining Summit Financial, he spent four years at Condor Capital Wealth Management on its investment and trading team, where he conducted research across asset classes, specializing in public BDCs and private credit, while also trading model portfolios and client accounts. More recently, Brian worked at Nomura as an Associate on the Risk Management team, focusing on regulated financial institutions.

In his current role on Summit’s Investment Team, Brian supports due diligence efforts across real estate, commodities, infrastructure, and private credit. He holds a Bachelor of Science in Finance from The University of Scranton and is a CFA Charterholder.