Brian has over ten years of experience in the investment industry, with significant expertise in the areas of portfolio construction, capital markets, asset allocation development and risk management. He uses a consultative team approach to identify client specific wealth management issues.
Brian began his career as a banker with Bank One in Baton Rouge. He then moved home to New Orleans as an analyst for a boutique private equity firm focused on acquiring and operating multi-family housing, where he developed a deep knowledge of the business from capital raise to property disposition and return of capital to partners. Brian was most recently a Vice President at J.P. Morgan’s Private Bank for seven years.
Brian earned a degree in Finance from Louisiana State University, and a Master’s of Finance from Tulane University. He and his wife reside in Old Metairie with their young son. He spends his free time hunting, fishing and sailing competitively.