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Biography

Brian is a Principal in the Louisville office, where he oversees multiple portfolios. He also works as an investment specialist. In this capacity, Brian interacts with clients to design comprehensive investment plans, provides market commentary, and explains the firm’s investment models.

Prior to joining Cerity Partners, Brian served as Portfolio Manager at ARGI Financial Group. Before ARGI, he worked in the insurance industry for six years, which included time spent at Auto-Owners Insurance and Motorists Mutual Insurance Company handling automobile, property, commercial, and general liability insurance claims.

In his free time, Brian enjoys spending time with his wife, Rachel, and their two children, Cora and Owen. He also enjoys rooting on the Cincinnati Bengals, playing volleyball, and going to the gym.

Education

  • B.S.B.A. in Finance and Management from the University of Louisville
  • MBA from the University of Louisville

Highlights

  • Chartered Financial Analyst
  • Volunteer for the Associate Board for the Nativity Academy at Saint Boniface, an organization working to improve outcomes for middle schoolers whose families demonstrate financial need

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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.