Brian joined Pinnacle Private Wealth to help his clients pursue their financial goals throughout all stages of their lives. His passion for planning coupled with his ability to listen to and understand his clients' unique circumstances allows Brian to work to prioritize goals. In doing so, he is able to then guide each client through the necessary steps needed to work towards their individual goals. By working together and making adjustments along the way, he is able to help his clients stay on track and monitor their progress.
After earning his bachelor’s degree from Stonehill College, Brian began his career as an associate investment advisor at Bank of America. While working alongside three senior advisors, Brian was instrumental in the research and development of the mutual fund mix within their managed portfolios. In October of 2007, Brian transitioned to Citi Smith Barney where he continued to work alongside senior advisors while adding new facets of asset management.
In April of 2009, Brian made the decision to establish his own practice as vice president of investment services at Santander Investment Services. The combination of his experience and the desire to work with clients one-on-one to build and foster financial strategies drove him to pursue his certification in financial planning. In July of 2016, Brian became a CERTIFIED FINANCIAL PLANNER™ practitioner and continues to develop and maintain skills required to help clients for both today and for the future.
Brian resides with his wife Amanda and two sons, Lucas and Brooks, in Weston, MA. The majority of his time outside of the office is spent with his family and friends. He enjoys traveling (when he is able), exploring the culinary world, listening to music, and attending and watching athletic events. Brian supports both local and national charities, including the Leukemia and Lymphoma Society, the National MS Society, and the Alzheimer’s Association.