2 weeks ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Managing Principal,
Financial Advisor
CAPTRUST welcomed Brian in 2021. He brings over 35 years of experience in the financial services industry to our team. Brian works with clients on all aspects of their financial, income tax, estate, insurance, and investment planning. In addition, he has helped his clients successfully resolve some of life’s most complex challenges, including the sale of a business, new building construction, analyzing prenuptial agreements, and negotiating divorce settlements. Brian also serves as a trustee and executor for several clients.
Brian joined us from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as CEO and managing director. He oversaw the entire organization and led the strategic direction for the firm. Prior to joining RINET, Brian was a partner at KPMG, focused on tax planning and consulting for high-net-worth clients, closely-held businesses, and corporate executives. He earned a Bachelor of Arts degree in economics from Hamilton College and a Master of Science degree in accounting from Northeastern University.
Brian has served his community as a member of the Board of Overseers at the New England Aquarium. He also was a trustee and treasurer of the Mother Caroline Academy and Education Center. In his spare time, Brian enjoys golf, tennis, and swimming.
2 weeks ago
As the U.S. debt ceiling takes over the headlines, this...
1 month ago
Investors entered the opening quarter of 2023 on the edge...
3 months ago
Two recent bank closures have put investors on high alert...
4 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...