© 2018 by Bluebird Wealth Management LLC

ABOUT

After almost 20 years of portfolio management and financial advisory experience I started Bluebird with the goal of delivering rigorous and customized investment management with a commitment to integrity, unwavering client service and crystal clear transparency. 

Brian Sokolowski, CFA
Founder and Principal

Brian's broad and deep investment management experience includes research across sectors, styles, asset classes and geographies; portfolio management; and client relationship management. At his prior firm, Brian was responsible for investment strategy, leading the equity research effort and team, and managing two of the firm's equity strategies including the flagship investment offering, with assets in excess of $1 billion. In addition, Brian has extensive experience helping individual and institutional clients meet their investment and financial goals through asset allocation and financial planning strategies.

 

Brian's prior work experience includes Cambridge Trust Company and Fidelity Investments. Brian received a BA in History from Fairfield University and an MBA from Babson College. Brian is a member of the Boston Security Analysts Society and a CFA charter holder. He lives outside of Boston with his wife and four children, and enjoys outdoor activities, coaching his kids' sports teams and reading history books. 

Brian can be reached at (508) 359-4349 or brian@bluebirdwealthmanagement.com