Since joining the firm in 2009, Brian has worked with families and businesses to develop and implement strategies that accumulate, manage, protect, and transfer their wealth. In addition to serving on the Investment Policy Committee, Brian is also active within many industry organizations and associations.

Brian obtained his undergraduate degree from the University of Pittsburgh and a Master of Business Administration from Duquesne University. With a commitment to providing comprehensive guidance and strategies to clients, Brian also holds a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations.