Brian P. McArdle, CFA
Joined
GW&K 2010
Industry
Experience 16 Years
Responsibilities
Brian is a portfolio manager on GW&K’s Taxable Bond Team responsible for risk management, portfolio construction, and performance analysis for all of the firm’s Taxable Bond Strategies. He actively contributes to risk positioning across sectors and leads efforts on managing rates exposures for our portfolios. Brian also specializes in analyzing and managing GW&K’s preferred stock holdings. Brian is a member of the firm’s Investment Committee.
Prior Work Experience
Previous roles on the team include Senior Portfolio Analyst as well as Trader. Brian started his investment career at GW&K in 2010 as an account specialist in the operations group and was later promoted to a senior client service associate on the client service team, before joining the Taxable Bond Team in 2017.
Education
Brian received a BS in Business Administration from Northeastern University. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.
What excites me…
“My experiences as a credit analyst and trader have provided a unique perspective for monitoring and analyzing portfolio risk exposures. I love the challenge of bringing together top-down and bottom-up fundamental and technical analysis to help drive alpha for our clients.”