Experience, Insight, Knowledge
Brian brings a wealth of experience and insight to the small and medium size business community. During Brian’s decades on Wall Street, he strategized with some of the top minds on Wall Street. Brian charted policy with C-Suite executives of privately and publicly traded companies on business-enhancing ventures, finance, and strategic planning. He has counseled many small, medium and large sized companies over the years as a fractional CFO/COO through his company, TC2 Advisors LLC.
Brian began his investment career at the international Swiss investment bank, UBS Group AG, before leaving for 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 and is an active member of his community.