Brian is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for predominantly American Expatriates.
Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm.
Brian received his Bachelor of Science in Finance with an International Business Background at the University of Central Florida and his Master in Business Administration from the Masagung School at the University of San Francisco. He has also received the Accredited Asset Management Certification from the College for Financial Planning and has sat for the Series 7,9,10,66 and insurance licenses in California and Florida.
Brian is the former President of the American Club of Brussels, sits on the board of the Sharkey Foundation and on the Advisory Committee of the ACA.
He speaks English and French.
You can find his ADV Part 2B here .