Brian joined the firm in 2026 with over 20 years of experience in operations, underwriting and investments. He started his financial career at Dickinson College graduating with a degree in Economics. After graduation Brian spent time in leadership roles at SEI Investments and LPL Financial supporting the operational needs of financial advisors and community banks. Next, he spent time as a licensed financial advisor working with clients and their investment and insurance needs. After his time as an advisor Brian transitioned to investment banking and underwriting with leadership roles at J.P. Morgan and The Bancorp. He supported multiple lending products for financial advisors and their clients.
Brian and his family reside in Southeastern Pennsylvania. He enjoys supporting the local community including youth and high school sports as well as scouting. He has served as a coach, board member and treasurer of these organizations for the past 10 years.
