Brian is an Associate in the Mill Valley 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.
Prior to joining Brouwer & Janachowski, Brian earned a bachelor’s degree in accounting from St. Mary’s College of California. He also played four years of NCAA Division I tennis for St. Mary’s.
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