Brian joined SFP Wealth in the fall of 2023 as a financial advisor. As an experienced financial services veteran with a strong finance and investment management background, Brian brings a deep knowledge of the asset management, insurance, and venture capital industries. In addition, he has been a successful C-level executive with a number of technology and fintech companies. Brian started his professional career as a corporate lawyer and is skilled in business risk management, legal, and compliance matters. He is a graduate of Harvard University and Boston College Law School.