About Brian
Brian provides his clients with customized, comprehensive solutions designed to help meet their individual and unique financial goals. His approach is centered on building strong, lasting relationships, seeking to ensure each individual feels supported and understood throughout their financial journey. With his deep expertise, Brian simplifies complex investment strategies into clear, actionable advice covering a wide range of financial needs, such as asset management, tax, estate, and financial planning.
Prior to joining Focus Partners Wealth in July 2024, Brian spent 16 years as a Vice President, Portfolio Manager, and Advisor for Flagship Capital Management, where he was responsible for portfolio research and construction, formulating and communicating economic and capital markets assumptions, and holistic financial planning.
Outside of work, Brian enjoys an active outdoor lifestyle, including cycling, hiking, and snowboarding, and most importantly, spending time with his wife and three children. His emphasis on a healthy work-life balance helps him maintain an even-keeled perspective, an approach that helps to further his commitment to client well-being and satisfaction.
Education and Professional Milestones
- Loyola University (Maryland) – bachelor’s degree in business economics
-Member of the CFA® Society of Philadelphia
Brian provides his clients with customized, comprehensive solutions designed to help meet their individual and unique financial goals. His approach is centered on building strong, lasting relationships, seeking to ensure each individual feels supported and understood throughout their financial journey. With his deep expertise, Brian simplifies complex investment strategies into clear, actionable advice covering a wide range of financial needs, such as asset management, tax, estate, and financial planning.
Prior to joining Focus Partners Wealth in July 2024, Brian spent 16 years as a Vice President, Portfolio Manager, and Advisor for Flagship Capital Management, where he was responsible for portfolio research and construction, formulating and communicating economic and capital markets assumptions, and holistic financial planning.
Outside of work, Brian enjoys an active outdoor lifestyle, including cycling, hiking, and snowboarding, and most importantly, spending time with his wife and three children. His emphasis on a healthy work-life balance helps him maintain an even-keeled perspective, an approach that helps to further his commitment to client well-being and satisfaction.
Education and Professional Milestones
- Loyola University (Maryland) – bachelor’s degree in business economics
-Member of the CFA® Society of Philadelphia