Brian Salcetti, AIF®, CIMA®

Brian Salcetti is a financial professional with extensive experience in the investment management industry. He currently serves as the CEO and Managing Partner at Sandbox Financial Partners, LLC, a position he has held since June 2015.1

Career History

Brian's career in finance spans over two decades, with notable positions including:

• Vice President at Kaplan Financial Group & Kaplan Benefits Group, LLC (2013-2015)
• VP and Regional Director at Ivy Investments (2007-2013)
• Regional Vice President at Claymore Securities (2007)
• Institutional Services & Regional Sales Consultant at Rydex Investments (2003-2007)1

Education and Certifications

Brian holds several professional certifications and has a strong educational background:

• BSBA from the University of Delaware (1999-2003)
• Certified Investment Management Analyst (CIMA®) certification from The Wharton School (2011)
• Accredited Investment Fiduciary (AIF®) certification (2013)
• Series 65 license from FINRA1

Current Role and Expertise

As CEO and Managing Partner of Sandbox Financial Partners, LLC, Brian leads the firm's operations in the Washington DC-Baltimore Area.1 He frequently shares insights on market trends and financial data through his LinkedIn profile. For example, he recently commented on the S&P 500's strong year-to-date performance through the third quarter of 2024.2

Brian's expertise appears to be in investment management, financial planning, and market analysis. His professional designations (AIF® and CIMA®) indicate a focus on fiduciary responsibility and advanced investment consulting.1