Brian’s primary responsibilities involve investment and economic analysis and research, placing investment trades and rebalancing accounts to target per investment policies.
Brian has dedicated years to passing all three levels of the CFA® exams, demonstrating Brian’s commitment to being an ethically accountable investment expert with mastery of investment analysis and portfolio management skills.
BA, Mount St. Mary’s University
Brian has previously volunteered in the cancer treatment facility at Frederick Memorial Hospital and the senior care facility at Citizens Montevue Home.
Brian lives in Harrisburg with his fiancé. Outside of work, Brian spends his time going to the gym, golfing, traveling and cheering on the Steelers.