Brian joined SFP Wealth as a financial advisor in 2023. He assists a diverse array of clients, ranging from businesses seeking tailored corporate solutions to individuals seeking personalized private client services. With over two decades of experience as a seasoned financial services veteran, Brian brings a wealth of expertise to the table. His robust background in finance and investment management is complemented by a profound understanding of the intricacies within the asset management, insurance, and venture capital sectors.
He started his professional career as a corporate lawyer and has been a successful C-level executive with a number of technology and fintech companies. He graduated cum laude from Harvard University, where he was a member of the Men's Varsity Hockey team, and later earned his JD from Boston College Law School. Brian holds his Series 7 and 66 licenses, as well as his Life, Accident, and Health licenses.
Brian lives in Dover, MA. In his free time, you can find him cheering on any given Boston sports team or playing in a men’s hockey league.