A holder of both the Certified Financial Planner™ and Certified Investment Management Analyst® designations, Brian brings over 20 years of experience to the firm involving advising and managing client relationships and investment portfolios. Brian has a BA in Economics from Boston College and maintains a leadership role in the Investment Committee at Cable Hill Partners.
He and his wife, Nici, live in Northwest Portland with their children, Quinn and Reese. They are active members of Friendly House and Big Brothers Big Sisters. Brian is passionate about spending time with his family while pursuing a healthy lifestyle and attempting to squeeze in a round of golf.