Brian’s main focus is running our team's execution platform. He runs all equity, option, bond and currency trading. He also conducts research and assists with security and fund selection. Brian lends support to our performance reporting team for special projects and custom solutions. And, at the inception of a new client relationship, Brian analyzes a client’s existing balance sheet and tax basis, helping to map out a smooth transition plan and a proposal for new deployments with our team.
Brian graduated with a degree in Finance, Investment and Banking, with honors, from the University of Wisconsin-Madison. Prior to joining the team in 2007, he spent time as an Investment Banking Analyst for both Merrill Lynch and Robert W. Baird.
He currently resides in Minnesota with his wife, Jamie and their two children.