Experience, Insight, Knowledge
Brian brings a wealth of experience and insight to the small business community. During his 15 years on Wall Street, Brian strategized with some of the top minds on Wall Street and often spoke with CEOs and CFOs of large, publicly traded companies. He has provided advice to a multitude of small and large companies over the years.
Brian began his investment career at the international Swiss investment bank, UBS Group AG, before leaving to become senior equity analyst at BNY Mellon and, later, as a partner at a multi-billion asset management firm. Previously, Brian was the CFO of Operations at Gartmore Global Investments and a consultant for PriceWaterhouseCoopers LLP, where he focused on alternative financing, forensic investigation, corporate finance, and valuation analysis.
Brian is a member of the CFO Leadership Council, Association for Finance Professionals, CFA Institute, New York CFA Institute, Philadelphia CFA Institute, and multiple chapters of the Chamber of Commerce. He holds the CFA charterholder and Certified Corporate FPAC Professional designations. Brian graduated from Boston College with degrees in finance and economics.