Client Advisory


Brian is an 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.


  • 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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