Brian Presti, CFA, Chartered SRI Counselor

Senior Portfolio Manager, Director of Portfolio Strategy

Concord, NH
Focus Areas

Manager Diligence
Asset Allocation
Portfolio Management
Sustainable Investments

Community

NH Endowment For Health, Chair of Investment and Finance Committees, Treasurer, Board Member

As the Director of Portfolio Strategy at The Colony Group, Brian assesses macroeconomic, financial market data, and trends to determine appropriate investment opportunities and asset allocation. Brian developed and oversees Colony’s Sustainable Investing Solutions and is passionate about helping clients align their investments with their values. As a Chartered SRI Counselor™, Brian has the foundational knowledge and expertise in sustainable, responsible, and impact investing strategies.

During his 20-year career, Brian has held many positions including most recently Chief Investment Officer at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, he was with DL Carlson Investment Group managing portfolios for institutions, private clients, and their families. While at Carlson, Brian also covered several sectors of the equity market. Brian has also worked at Fidelity and Charles Schwab and brings with him a passion for investing and a strong commitment to improve the financial well-being of clients and their families.

Brian is actively involved with the New Hampshire Endowment for Health, where he is Treasurer, a member of the Board of Directors, and Chair of both the Investment and Finance Committees.

He graduated from Columbia University with a Bachelor’s degree in Political Science. In addition, he earned his Chartered SRI Counselor, and Chartered Financial Analyst (CFA) Designation in 2005.

Outside of the office, Brian enjoys running, traveling (especially to tropical destinations), spending time with his family, and watching college sports (basketball and football). He is also an avid music lover and owns a large collection of music, including an extensive vinyl collection. Brian likes to read short stories, particularly the works of Junot Diaz, Russell Banks, and T. Coraghessan Boyle. Brian is currently a coach in the Granite State Track and Field program.

Published Insights

Investing with Values: Q2 2021

“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...

Investing With Values: Q1 2021

Recently, Blackrock’s former CIO of Sustainable Investing made headlines when he called out his former employer and the rest of the financial services industry for “duping” the American public...

To 2030 and Beyond: Sustainable Investing Megatrends – Webinar Recording

The trend to invest in sustainable strategies has increased rapidly, resulting in more than $17 trillion in these assets at end of 2020, a 42% increase from 2018 according...

Sustainable Impact: Striving to be Much Better than “Better Than Average”

Tariq Fancy, Blackrock’s former CIO of Sustainable Investing, recently made headlines when he called out Blackrock, along with the rest of the financial services industry, for “duping” the American...

Investing with Values: Q4 2020

The United Nations Sustainable Development Goals (SDGs) are a collection of global goals that seek to integrate and balance the three key areas of sustainable development: economic, social, and...

Investing with Values – October 2020

October Observations We are simultaneously facing three fundamental crises: the Covid-19 pandemic, racial inequality and social injustice, and climate change.  Undoubtedly, albeit to varying degrees, these challenges have impacted...

Investing with Values – Q3 2020

Over the last several months, the issues of racial inequality and social and economic injustice have risen to the forefront. While these issues have persisted for years, the collective...

Sustainable Investing: Why is Doing Good For Society Also Good for Investors?

In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have”...

Investing with Values – Q2 2020

Sustainable strategies had perhaps their first, real litmus test regarding how environmental, social and governance (ESG) factors would hold up as a risk management strategy during the first quarter...