Brian Overton

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Senior Advisory Consultant at Vestmark|Greater Philadelphia, United States

Position:

Senior Advisory Consultant at Vestmark

Location:

Greater Philadelphia, United States

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Last updated: 2026-04-21
Updated: 2026-04-21

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Work Experience 27 years

Senior Advisory Consultant at Vestmark

May 2025 - Current

Director of Advisory Consulting at Janney Montgomery Scott LLC

Jun 2018 - Apr 2025

Regional Advisory Consultant at Janney Montgomery Scott LLC

Jun 2011 - Jun 2018

Senior Research Analyst / Wealth Management at Janney Montgomery Scott LLC

Apr 2007 - Jun 2011

Private Client Relationship Manager at JPMorganChase

Jun 1999 - Sep 2006

Brian Overton started working in 1999, then the employee has changed 2 companies and 4 jobs. On average, Brian Overton works for one company for 5 years 3 months.

Education

Bachelor of Science - BS at Saint Joseph's University

Frequently Asked Questions

What is Brian Overton's minimum period of employment in the companies?

Brian Overton's minimum period of employment in various companies is 4 years 2 months.

What is Brian Overton's average duration of employment for different companies?

On average, Brian Overton works for one company for 6 years 4 months

What industries has Brian Overton worked in?

Brian Overton works in the Computer Software. Previously, Brian Overton worked in the Financial Services.

What positions has Brian Overton held before?

Previously, Brian Overton worked as a Director of Advisory Consulting, and Regional Advisory Consultant, and Senior Research Analyst / Wealth Management, and Private Client Relationship Manager.

How do I contact Brian Overton?

Brian Overton's phone number is +1-205-***-**55. Sign up to get contact details.

Who is the CEO of the Vestmark?

The CEO of the Vestmark is John Lunny

Who are Brian Overton's peers at other companies?

Brian Overton's peers at other companies are nikhil saju and KALYANA KRISHNA CHARUGULLA and Amjed Qaradaghi

Brian Overton Namesakes

Name
Company
Position
Brian Overton
Senior Business Analyst

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Other employees at Vestmark

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Company
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Joshua Schaake
Operations Analyst Intern
Andrew Rogers
VP, Relationship Management
Elizabeth Newson
Technical Support Engineer Intern
Ramiz Guliyev
Cloud Systems Engineering

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