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Client and Corporate Services

Biography

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.

Education

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

Highlights

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

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By clicking “Submit”, 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.