Brian McAree

Associate Portfolio Manager

Brian McAree serves as an Associate Portfolio Manager at Croft Financial Group (CFG), bringing valuable expertise to the Investment Review Committee (IRC). In his role, Brian collaborates closely with the Portfolio Management team to deliver discretionary investment advice to both individual and institutional clients within the Croft platform. He plays a pivotal role in facilitating Know Your Client (KYC) updates, Know Your Product (KYP) assessments, cash management, and rebalancing duties.

Brian earned his Bachelor of Commerce with a Major in Finance and a Minor in Economics from McMaster University’s esteemed DeGroote School of Business. In 2023, he achieved success in passing the Chartered Financial Analyst (CFA) Level 1 examination, showcasing his commitment to professional development. Additionally, Brian holds approval from the Ontario Securities Commission (OSC) as a Registered Associate Advising Representative (AAR), further demonstrating his dedication to regulatory compliance and client service excellence.