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My Story

The constantly changing nature of markets and client situations is what keeps the job fresh and motivates Brian to be the best advisor he can be.

Brian also enjoys the mix of quantitative results and intangible relationship building that goes into his role as wealth advisor.

As a Cincinnati native, he enjoys attending local sporting events and exploring the city’s diverse and changing neighborhoods by bike or on foot. An avid traveler, Brian has visited more than 30 countries and recently backpacked 50 miles through San Juan National Forest.

Ask Brian About

  • High net worth individuals and families
  • Foundations, endowments, nonprofits

Brian M. Walker

Wealth Advisor

Education

  • University of Cincinnati, BBA Finance and Real Estate, 2010, Magna Cum Laude
  • University of Cincinnati, MBA, 2020
Designations (1)
  • Chartered Financial Analyst (CFA)