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
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