Experience
Brian joined RBC Wealth Management in 2019 and is a first vice president –
financial advisor. Brian:
• Focuses on managing relationships for private clients, large foundations,
endowments and other nonprofit organizations.
• Worked with Wells Fargo Advisors for over 20 years prior to joining RBC Wealth
Management. Before that, he worked at CPA firms in Minneapolis, Minnesota,
and Denver, Colorado, for eight years.
• Has over 30 years of experience, which has given him an in-depth understanding
of economics, capital markets and investments.
• Served as chairman for the Mankato Area Foundation and Southern Minnesota
Center for Independent Living.
Education
• Bachelor of Science degree, Minnesota State University, Mankato
Professional affiliations
• CFA Institute
• CFA Society of Minnesota
Professional designations
• Chartered Financial Analyst (CFA®)