Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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