Brian has nearly 20 years’ experience in the investments industry. Brian specializes in working with high net worth families and corporate executives, helping them build comprehensive wealth plans to secure their retirement and meet their financial goals.
Before joining Left Brain in 2018, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in commodities, stocks, and fixed income. Brian earned his B.S. in International Relations, with concentration in International Economics, from Georgetown University in Washington, DC. He earned the Chartered Financial Analyst (CFA) designation in 2021.
Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and two young daughters, Juliette and Alexandra. In his spare time, he enjoys spending time with family, working out, cooking, and traveling.