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.

Brian is a Chartered Financial Analyst and has served on the board of the CFA Society of Cincinnati since 2023.

Education

• University of Cincinnati, BBA Finance and Real Estate, 2010, Magna Cum Laude
• University of Cincinnati, MBA, 2020

Designations

• Chartered Financial Analyst (CFA)

Boards and Committees

• CFA Society of Cincinnati, since 2023

Community Involvement

• Economics Center StEP Program, Since 2021

Awards and Honors

• Five Star Manager Award, 2021-2022

– To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:
– Conducts comprehensive research
– Recognizes service professionals
– Partners with leading city/regional magazines
– Helps award winners gain the recognition they deserve

To view full methodology, visit Five Star Professional’s website here: https://fivestarprofessional.com/public/wmresearch

• C-Change Cincinnati USA Regional Chamber – Class 19 (2024)

– C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website: https://cincinnatichamber.com/talent-hub/leadership-center/c-change/