Qualifications
Brian has more than 30 years of experience in the financial services industry. Prior to joining RBC Wealth Management, he worked in the banking industry for 17 years, providing corporate lending and financial advisory services to large and midsize companies and their owners in the Northeastern United States.
Brian has a master’s degree in business administration from Long Island University, with a concentration in finance. He received his undergraduate degree in business administration from Siena College with a major in finance. Brian’s examinations include the Series 7, Series 63, Series 65 (Registered Investment Advisor) and life insurance.
Personal
Brian has resided in Avon-by-the-Sea, New Jersey, since 1989 with his wife, Susan, and their children, Brian and Ainsley. He enjoys being active in his community. For many years, Brian has been on his town’s recreation committee and has coached and organized youth sports.
