Brian oversees seven branches and more than 50 financial advisors in the Boston complex. He brings more than 32 years of financial industry experience to RBC Wealth Management. For 28 of those years, he worked in senior leadership at Morgan Stanley and its predecessor firms; for 24 of those years, Brian worked directly in Boston and the greater New England area. He spent 12 years working as a managing director and regional director at both Smith Barney and subsequently Morgan Stanley, leading significant portions of their wealth management businesses.
Most recently, Brian was a divisional vice president, branch development for Ameriprise Financial, Inc. In that role, he directed all experienced advisor recruiting for the Northeast and Mid-Atlantic regions.
Brian earned a Bachelor of Science degree in business administration from the University of Denver, as well as an MBA in finance from the University of Wisconsin.