Brian R. Franklin

Director of Client Service, Partner

Areas of Expertise:

Custodian relationship management, complex multigenerational family relationships, and solving thorny client service issues

Favorite Pastimes:

Snowboarding, snorkeling, bourbon consumption, being with friends and family

Hometown:

Erie, Pennsylvania

Loves:

Spending time outdoors, traveling, and experiencing new adventures as a family

GC Tour of Duty:

2019 to present

Brian R. Franklin

Director of Client Service, Partner

My professional career began working for a local attorney who owned hundreds of rental units and a few small businesses. I really enjoyed the diversity of job responsibilities this role provided but needed an opportunity with more growth potential after my daughter was born. I joined BNYMellon Wealth Management in 2010 and was part of a back-office team that performed portfolio accounting for family office clients. After a few years, I became a Relationship Manager, working directly with UHNW clients and single family offices.

As Director of Client Service, I manage the firm’s client service team and direct the work we perform for our clients. Our responsibilities include new client onboarding, portfolio administration, asset movement transactions, and resolving complex operational issues. Our team also plays a vital role in the security of client assets and in managing the technology that we rely on to assist our clients.

I earned a Bachelor of Science in Economics from the University of Pittsburgh. I built the home that I share with my wife, daughter, son, and two dogs in Pine Township. In my free time, I enjoy watching my kids’ sporting events, snowboarding, and spending as much time as possible outside.