Investment Operations Manager
As Investment Operations Manager, Brian oversees the work of the firm’s operations team. Our operations group is responsible for functions such as portfolio accounting, account maintenance, money movement transactions, and performance reporting. Our operations professionals also play a vital role in the security of client assets and in managing the technology that underpins our client service.
Brian has particular expertise in large, complex multi-generational family relationships, having worked previously in the family office group of a global private bank.
Brian earned a Bachelor of Science in Economics from the University of Pittsburgh. Brian lives in the home that he built with his wife, daughter, son, and two dogs in Gibsonia. In his free time, he enjoys watching his kids’ sporting events and building one epic treehouse.