3 weeks ago
Market Thoughts 5.6.2022
After one of the worst trading days in 2022, it’s...
Financial Advisor,
Relationship Manager
CAPTRUST welcomed Brian to our team in 2021. As a financial advisor and relationship manager, he is responsible for providing investment advisory services to high-net-worth individuals, families, and institutions. Brian is passionate about implementing highly customized and successful retirement plans for his clients.
Brian joined us from Fidelity Investments, where he served as a workplace planning consultant. In this role, he gained invaluable experience helping clients achieve better financial outcomes by engaging in consultative conversations about their workplace 401(k) plans. Prior to Fidelity, Brian worked in the electric power and utility industry. He held various roles with Elus Company, CSI Utility Sales, and IBM. Brian earned a Bachelor of Arts degree in finance and financial management services from Michigan State University.
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