International Relations and Japanese Language @
It all starts with a passion, drive, and desire to be the person who is able to coach and help my clients achieve their goals. At the end of the day, it is their money, family, and priorities. I cannot do it for them, I can only help guide them to achieve their own success through education,
It all starts with a passion, drive, and desire to be the person who is able to coach and help my clients achieve their goals. At the end of the day, it is their money, family, and priorities. I cannot do it for them, I can only help guide them to achieve their own success through education, planning, awareness, and experience.
Brian is an accomplished investment advisor with extensive experience developing and implementing investment strategy. He has a passion for helping clients identify and achieve their financial goals.
Brian possess a remarkable talent to synthesize complex financial situations through a deep understanding of global capital markets, investment vehicles and trading strategies, and has an expertise in fixed income, world economics and politics. Brian has the proven ability to generate significant revenue by delivering a superb experience to every client, creating a strong referral base for organic growth.
Brian is a Chartered Financial Analyst and Certified Financial Planner.
Director of Investment Strategy @ Responsible for shaping and executing the investment strategy of the firm, including directing macroeconomic and fundamental research, trading, and investment performance. Serves as an organizational ambassador and liaison to internal and external constituencies on investment-related issues. From 2014 to Present (1 year) Investment Advisor @ Provided financial planning guidance and investment management expertise for affluent individuals and families. Created, implemented and monitored individually tailored investment plans, which includes asset allocation and security selection decisions with assets managed exceeding $325M. Collaborated with outside advisers on tax and estate planning matters. From February 2011 to December 2013 (2 years 11 months) Vice President, Portfolio Manager @ Managed $5.5B in institutional fixed income strategies. Was a senior member of the investment strategy group, led the U.S. dollar government and international sectors and duration management. Oversaw and mentored associate portfolio managers.
As a lead portfolio manager, I developed investment solutions for unique circumstances, presented investment philosophy and market views and delivered client and marketing presentation on a regular basis. From 2001 to 2011 (10 years) Senior Investment Analyst, Fixed Income @ Led the firm’s investment outlook and manager due diligence within the fixed income asset class.
● Conducted periodic portfolio reviews, including qualitative assessment of investment manager performance for client portfolios.
● Collaborated with senior consultants in new business development. From 1999 to 2001 (2 years) Senior Analytical Analyst, Private Edge @ Developed and maintained financial modeling tools for alternative asset portfolios including Real Estate and Timberland assets.
● Supervised client projects including net present value projections, attribution analysis, and cash flow forecasting. From 1996 to 1999 (3 years) Financial Advisor @ Created and implemented marketing programs with a focus on retirement and estate planning. From 1995 to 1996 (1 year) Coordinator of International Relations @ Primary liaison for all Japanese/English based social and economic exchanges, created and presented national seminar series on diplomacy skills. From 1994 to 1995 (1 year)