Brian is a seasoned financial advisor with over 30 years of experience in the financial services industry. Throughout his career, Brian has been a trusted advisor to individuals, families, and institutional clients, providing expert financial planning, wealth management, and investment advisory services. Brian’s extensive background includes key roles at innovative institutions such as State Street Global Advisors (SSgA), Fund Evaluation Group (FEG), Hirtle Callaghan & Co., and Pelagos Capital. He possesses expertise in diverse investment strategies, spanning active quantitative and fundamental equity, smart beta and passive equity, core fixed income, short-duration strategies, hedge fund programs, and private capital investments. For over a decade, Brian has also specialized in delivering outsourced Chief Investment Officer (CIO) services to a wide range of clients.Brian holds a Bachelor of Arts degree from the College of the Holy Cross and graduated summa cum laude from the Olin Graduate School of Business at Babson College. His professional credentials include FINRA licenses: SIE, Series 65, Series 7, and Series 63.