Brian Tuttle has more than 25 years of investment and wealth management experience. Before joining The Cooperative Bank of Cape Cod, he served the investment needs of clients at Santander Bank and Deutsche Bank. He has qualified for the CAIA Fundamentals of Alternative Investments.
Brian holds the Accredited Investment Fiduciary. As an AIF®, Brian must meet annual requirements, and any planning advice must reflect specific investment goals, timeframe and risk tolerance.
Brian is a Certified Social Security Claiming Strategist, is registered with the Series 7, 63 and 66 licenses as well as Massachusetts Life, Accident and Health Insurance.
Brian lives in Centerville with his wife, Amy, who is the Director of Development at the Arts Foundation of Cape Cod. They have two grown children. Brian received his Bachelor of Arts in Economics from the University of Massachusetts, Amherst. He also is a graduate of Barnstable High School.