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Biography

Brian is a Senior Associate in the New York office. He is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to a team of wealth advisors.

Prior to joining Cerity Partners, Brian served as an Associate at Ernst & Young, a Big Four public accounting firm, specializing in financial services tax for private equity funds with offshore entities.

In his spare time, Brian enjoys traveling internationally and collecting/researching antique watches and classic muscle cars.

Education

  • B.B.A. in Accounting with a minor in International Business from the University of Miami
  • Master of Accounting from the University of Miami

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.