Brian is an investment director in Investment Product & Fund Strategies, working closely with investment teams to ensure consistency in portfolio positioning, performance, and risk. He also engages with clients and consultants to communicate investment strategy and develop tailored solutions.
Before joining the firm in 2005, Brian held roles in portfolio management and trading at Standish Mellon, Scudder Investments, and State Street. He earned his MBA from Carnegie Mellon and a BA in economics from UMass. He is a CFA charter holder.