About Brian
Brian is a member of a fiduciary wealth advisory team whose mission is to help individuals and families achieve financial security and change the way many people invest. In his role, he manages client portfolios, monitors accounts, and advises on overall investment strategies. This involves understanding the life and financial goals of each client and developing a comprehensive approach to achieve those objectives. After working in the legal industry and managing his own portfolio of investments, Brian decided to embark on a career change and follow his passion in the advisory industry. He enjoys assisting clients in a manner that seeks to simplify the often byzantine world of investing.
Brian resides in Denver, CO. When he is not working, he can be found watching classic movies, hitting the golf links, spending time on the tennis court, cheering on the Fighting Irish, following the PGA Tour, reading, writing, and listening to the music of Bob Dylan.
Education and Professional Milestones
-University of Notre Dame - bachelor of arts, magna cum laude
-Studied one of the few extant Great Books Program curricula in the country
-Has held roles at Merrill Lynch Wealth Management as a financial solutions advisor and at several law firms, including Sullivan & Cromwell LLP in New York
-Was named a Morgan Stanley Richard B. Fisher Scholar and worked for Morgan Stanley Private Wealth Management as a summer analyst
Brian is a member of a fiduciary wealth advisory team whose mission is to help individuals and families achieve financial security and change the way many people invest. In his role, he manages client portfolios, monitors accounts, and advises on overall investment strategies. This involves understanding the life and financial goals of each client and developing a comprehensive approach to achieve those objectives. After working in the legal industry and managing his own portfolio of investments, Brian decided to embark on a career change and follow his passion in the advisory industry. He enjoys assisting clients in a manner that seeks to simplify the often byzantine world of investing.
Brian resides in Denver, CO. When he is not working, he can be found watching classic movies, hitting the golf links, spending time on the tennis court, cheering on the Fighting Irish, following the PGA Tour, reading, writing, and listening to the music of Bob Dylan.
Education and Professional Milestones
-University of Notre Dame - bachelor of arts, magna cum laude
-Studied one of the few extant Great Books Program curricula in the country
-Has held roles at Merrill Lynch Wealth Management as a financial solutions advisor and at several law firms, including Sullivan & Cromwell LLP in New York
-Was named a Morgan Stanley Richard B. Fisher Scholar and worked for Morgan Stanley Private Wealth Management as a summer analyst