About Brian
Brian has over 15 years of experience in financial advisory and investment management. He has been responsible for portfolio research, construction, and analysis; formulating and communicating economic and capital market assumptions; and holistic financial planning.
He is also a Chartered Financial Analyst® charterholder.
Outside of work, Brian enjoys spending time with his wife and three children, cycling, hiking, snowboarding, and being outdoors whenever possible.
Education and Professional Milestones
-Loyola University (Maryland) - undergraduate degree in business economics
-Joined Focus Partners Wealth in July of 2024
-Was a vice president, advisor, and portfolio manager for Flagship Capital Management