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Brian L. Anderson

Chief Financial Officer

As Chief Financial Officer, Brian is responsible for financial reporting as well as supporting and servicing clients and internal managers.

For clients, Brian provides reports to help them understand how their investments are performing, as well as preparing information for tax preparation, working either directly with a client or with the client’s accountant. He also provides technical and informational support for the managers to ensure timely and accurate information for investment decision making.

In addition, Brian oversees the smooth operation of the firm's computers, phones and network devices.

Professional Experience

  • General Securities Principal in 2012

  • Corporate Securities Registered Rep in 2008

  • Named Chief Financial Officer Nestlerode & Loy, Inc. in 2007

  • Registered Financial & Operations Principal in 2007

  • Licensed Registered Rep in 2002

  • Joined Nestlerode & Co., Inc. in 2001

  • Accounting Manager at Manpower Inc. of Altoona, PA

  • Assistant to Controller at Penn State Federal Credit Union, State College, PA

  • Accounting Manager, Butterick Company Inc. of Altoona, PA

  • Accountant, Oncology Services Corporation of State College, PA

  • Accountant, Locus Inc. of Boalsburg, PA

  • Accounting Supervisor, Centre Daily Times


  • Graduate of Pennsylvania State University, BS in Accounting (1981)

  • Graduate of Tyrone Area High School, Tyrone, PA

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