- 13 years of experience in the investment management and financial services industry
- Passed the Series 65 exam
- Insurance licensed
- CERTIFIED FINANCIAL PLANNER™
Prior to joining RBC Wealth Management in 2023, Brian spent five years running the day-to-day operations of Bergeron Wealth Management Co., LLC, a Registered Investment Advisor (RIA) based in Houston, TX. As the Managing Member and Portfolio Manager, Brian served his clients by taking a holistic approach to investment management and wealth planning.
Before he moved back to Houston in 2018, Brian spent eight years in New York City at Needham & Company, beginning his career as a fund accountant for the firm’s private equity and hedge funds. It was in Needham’s Asset Management department that Brian first recognized his true passion of value investing and the human behavioral aspects of financial markets. Brian then transitioned his focus to investment research and portfolio management as a vice president of the Needham Mutual Funds.
Brian earned his Bachelor of Science in business and economics with a degree in accounting from Lehigh University in Bethlehem, Pennsylvania.
Brian’s responsibility within Attune Financial Advisors includes capital allocation, investment due diligence, investment and economic research, and financial planning. Brian uses his background in investment management, financial planning, and accounting to help clients build unique, personalized portfolios to help them reach their financial goals.
After living in New York City for nearly a decade after college, Brian, a native Houstonian, jumped at the opportunity to move back to Texas. Brian, his wife, Stephanie, two children, Ella and Charlie, and their dog, Bogie, live in West University Place.
Brian and Stephanie are actively involved in their community, volunteering at their children’s schools and holding leadership roles at local nonprofit organizations. When not at work, Brian can be found planning his family’s next road trip, exploring Houston’s vibrant food scene or training for his next triathlon. Although no longer living in Brooklyn, Brian and his family continue their search for the world’s best pizza!