Brian Badgley
CFA
Managing Director
- Shareholder
Brian brings over 20 years of investment experience to his clients as a shareholder and Managing Director in Pathstone’s Philadelphia metro area office. The investment advisory team he leads serves as a partner to clients as they navigate the financial landscape. His team crafts and implements tailored investment policies and provides ongoing management to set the course for a client to achieve their family’s goals. While working with clients’ other service providers, including lawyers and accountants, his team offers guidance related to estate and tax planning, gifting, retirement, and many other unique financial matters that arise for a client.
Brian joins Pathstone from Veritable, LP. Prior to Veritable, Brian managed the interest rate and foreign exchange hedging programs of a multinational oilfield services company. He started his career at Susquehanna International Group, where he taught options trading classes and served as an equities market maker.
Brian graduated with highest distinction from The Schreyer Honors College, The Pennsylvania State University, with a BS in Finance. Brian is a CFA® charterholder and a member of CFA Society Philadelphia.
Brian lives in Malvern, PA with his wife and two children. He enjoys golf and spending time with his family, whether it is going on a Boy Scout camping trip with his son or kicking a soccer ball with his daughter. He spent 10 years on various committees and the board of Mercy Neighborhood, a community center supporting underserved families in North Philadelphia.
Group
Certification
Office
Brian brings over 20 years of investment experience to his clients as a shareholder and Managing Director in Pathstone’s Philadelphia metro area office. The investment advisory team he leads serves as a partner to clients as they navigate the financial landscape. His team crafts and implements tailored investment policies and provides ongoing management to set the course for a client to achieve their family’s goals. While working with clients’ other service providers, including lawyers and accountants, his team offers guidance related to estate and tax planning, gifting, retirement, and many other unique financial matters that arise for a client.
Brian joins Pathstone from Veritable, LP. Prior to Veritable, Brian managed the interest rate and foreign exchange hedging programs of a multinational oilfield services company. He started his career at Susquehanna International Group, where he taught options trading classes and served as an equities market maker.
Brian graduated with highest distinction from The Schreyer Honors College, The Pennsylvania State University, with a BS in Finance. Brian is a CFA® charterholder and a member of CFA Society Philadelphia.
Brian lives in Malvern, PA with his wife and two children. He enjoys golf and spending time with his family, whether it is going on a Boy Scout camping trip with his son or kicking a soccer ball with his daughter. He spent 10 years on various committees and the board of Mercy Neighborhood, a community center supporting underserved families in North Philadelphia.
