Investment Analyst
bduffield@ns-ag.com

 

Brian Duffield joined North Star Advisory Group in March 2021 as an Investment Analyst. He is responsible for coordinating client meetings, including scheduling, collecting and analyzing necessary information. In addition, he prepares client’s investment reviews and retirement cash flow projections, as well as assisting with the overall client relationship.

Brian graduated from Ohio University in 2020 with a bachelor’s degree in Business Administration with a concentration in Finance & Analytics. With North Star’s guidance, Brian has created an ambitious multi-year professional certification program. Brian is currently working on his certification to become a Financial Paraplanner Qualified Professional™. During the fall of 2021, Brian will sit for the Chartered Financial Analyst® (CFA) Level I. Over the coming years, Brian will work to finish the next two levels of the CFA certification and then potentially move towards the Certified Financial Planner TM (CFP) certification.

Brian lives in Elyria. Outside of work, he enjoys golfing, going to the gym and is an avid movie watcher. Brian’s favorite thing to do on the weekends is eating at new restaurants with his friends.