Brian joined West Financial Services in July 2017 and serves as a relationship manager providing investment management, consulting, and financial planning services to clients. For the 24 years prior to joining West Financial, he held numerous leadership positions working with senior executives, retirees, board members, and business owners to achieve successful outcomes based on their objectives. In 2016, Brian was named a top bank financial adviser1 in the Washingtonian.
Brian earned a B.S. in Finance from Providence College and an Executive Masters in Leadership from Georgetown University’s McDonough School of Business. He has also completed the Wealth Management Theory and Practice program at the Yale School of Management and is a Certified Private Wealth Advisor® professional. Brian was recognized by Five Star Professional as a Five Star Wealth Manager2 (2021).
Brian lives in Washington, DC with his wife and three children. He enjoys following his favorite New England sports teams from afar and playing golf when he is not shuttling children to various sporting events.
1Washingtonian: Top Bank Financial Advisers: 2016
The magazine asked several banks and brokerages for the names of their financial advisers with the most assets under management, or AUM.
2Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor; (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) Favorable regulatory and compliant history review; (4) Fulfilled their firm review based on internal firm standards; (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate; (2) Five-year client retention rate; (3) Non-institutional discretionary and/or non-discretionary client assets administered; (4) Number of client households served; (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.