At Coneeny Investment Management, LLC, we believe in the power of individual choice. After all, it was that same power that founded our firm! One thing you will notice about us is that we are friendly. Down to earth. Good listeners. It is our goal to empower our clients to feel confident about their decisions and be respected, informed, and heard.
Registered Principal
As an independent advisor and a fiduciary asset manager with over 23 years of experience, Brian creates comprehensive financial plans and customized investment strategies to help build and protect clients’ wealth. He is committed to helping families plan to meet their financial goals.
Brian has established Coneeny Investment Management, LLC as a Registered Investment Adviser in the states of Massachusetts and New Hampshire. He is also a CERTIFIED FINANCIAL PLANNER™ Professional, a Registered Principal, and a licensed life insurance producer. He holds FINRA Series 7 (general securities), 24 (general securities principal), 31 (managed futures funds), 53 (municipal securities principal), 63 (blue sky laws), and 65 (investment advisor) securities registrations.
Brian and his wife, Cindy, have lived in Nashua, New Hampshire, for over 35 years. They have two grown daughters and have recently become grandparents. Brian is active in numerous business and community organizations, including The Rotary Club of Nashua. When not in the office, expect to find Brian competing in a fitness event, trying to outsmart a Nantucket Sound striped bass, or hiking the snowy peaks of New Hampshire’s white mountains.
Administrative Assistant
Nina has worked in the accounting and finance sector for over 30 years. She gained valuable experience working with individuals and small businesses. Whether it was bookkeeping, tax preparation, or financial planning, she enjoyed working with her clients and built close relationships with them. She has also worked in the public sector mastering knowledge of pensions, benefits, and budgeting. After retiring early, she decided to step back into part-time work and loves the challenge of learning new skills as Brian’s administrative assistant. In her spare time, Nina enjoys traveling with her husband and spending time with her two grown daughters, and she is passionate about growing her own food.