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Brian Schmeer, CFA

Managing Director and Equity Research Analyst at Wellington Management, Portfolio Manager



Brian J. Schmeer, CFA, is an equity research analyst and a member of the firm's Quality Equity Team. Brian conducts fundamental analysis on global equity investments as a generalist. His research supports the investment decision-making process for a range of portfolios managed for clients of the firm. He works in our Boston office.

Prior to joining Wellington Management in 2016, Brian worked at Manning & Napier as a member of the Focused Opportunities Group, where he was a generalist (2014 - 2015) and the Capital Goods and Equipment Group (2012 - 2014), where he covered metals & mining, energy, industrials, and transportation.

Brian earned his BA in financial economics, with distinction, from the University of Rochester (2012). Additionally, he holds the Chartered Financial Analyst designation.


Professional experience since 2012

Wellington Management

Manning & Napier


BA, University of Rochester

Chartered Financial Analyst


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