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 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.