Brian Leibfried, Cfa
About Brian Leibfried, Cfa
Brian Leibfried, CFA, serves as Co-Head of Insights and Analytics at Performance Trust Capital Partners, where he has worked since 2009. He holds Series 7 and 63 licenses and has a Bachelor of Science in Finance from the University of Florida.
Work at Performance Trust Capital Partners
Brian Leibfried serves as Co-Head of Insights and Analytics at Performance Trust Capital Partners. He has held this position since 2009, contributing to the firm's strategic execution and analytical capabilities for over 15 years. His role involves delivering insights that enhance decision-making processes within the organization, leveraging his extensive background in finance and capital markets.
Education and Expertise
Brian Leibfried earned a Bachelor of Science in Finance from the University of Florida, where he studied from 1997 to 2001. His educational background provides a solid foundation for his expertise in capital markets. He is also a registered representative with FINRA, holding Series 7 and 63 licenses, which further underscores his qualifications in the financial industry.
Background
Prior to his current role, Brian Leibfried gained experience as a community bank treasurer and board member. This experience has equipped him with a unique perspective on financial operations and governance, which he integrates into his current work in insights and analytics. His background in both community banking and capital markets informs his analytical approach.
Achievements
Throughout his career, Brian Leibfried has delivered valuable insights through strategic execution at Performance Trust Capital Partners. His ability to combine his banking experience with capital markets expertise has enabled him to provide specific and actionable insights that benefit the organization and its clients.