Client and Corporate Services


Brian is an Associate in the North Bay office and serves as an operations and systems specialist.

Prior to joining Cerity Partners, Brian was a Trading Associate at Brouwer & Janachowski. He served as a member of the Portfolio Management Group and Financial Operations Team. Brian worked closely with the financial advisors and Client Services to analyze client priorities, set up trades in client portfolios, and confirm the successful execution of all trades.


  • Bachelor’s degree in Accounting from St. Mary’s College of California


  • Played four years of NCAA Division I tennis for St. Mary’s College of California

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