Brian Price is an investment analyst at Octavia Wealth Advisors. As part of the investments team, he assists the Chief Investment Officer with manager research, asset allocation, and portfolio construction decisions. Brian takes pride in thorough quantitative and qualitative research on investment managers, providing insights to help the team deeply understand each investment. He enjoys using statistical analysis to study past market performance and using that information to make decisions for the future. His number one priority is helping Octavia’s clients improve their financial well-being and sees his work on investment selection as one piece of their ultimate success with money. Brian also collaborates with the marketing and operations teams, applying his skills in whatever ways are needed to benefit clients.
Before joining Octavia in 2021, Brian graduated at the top of his class from the Williams College of Business at Xavier University. He earned a Bachelor of Science in Business Administration with majors in finance and business analytics. Brian is a Chartered Alternative Investment Analyst.
On the personal side
Brian is an avid fan of Xavier basketball and the Cincinnati Reds and Bengals. He enjoys playing basketball, weightlifting, and reading about personal development, economics, and finance.