Brian’s responsibilities include assisting with portfolio monitoring, re-balancing and investing, distributions, and disbursements. Brian has over 28 years of experience in the financial services industry in sales, administration, and operations.

During his free time, Brian enjoys boating, spending time with his dogs, and fostering dogs for local animal rescue groups.

Education and Professional Milestones

-Southern Connecticut State University - BS in Finance

-Spent 15 years with Merrill Lynch