Exceptional service. Personal commitment.

A personalized approach to financial planning

Brian is a financial advisor at RBC Wealth Management with over 15 years of experience and he holds both the CFA® and CFP® designations. Serving clients in New York City, the Mid-Atlantic region, and nationally, Brian focuses on retirement planning, investment management, cash flow planning, and tax-conscious planning for individuals, families, retirees, and business owners.

By working with a select number of clients, Brian can deliver deeply personalized financial planning centered on quality, attention, and depth — a customized, integrated plan built around investments, cash flow, and tax considerations. A Dartmouth College economics graduate, Brian brings both analytical rigor and genuine personal commitment to every client relationship.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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