As Chief Investment Officer, Brian leads the investment services platform of Waukesha State Bank Wealth Management. This includes directing investment and financial planning strategy and policies, asset allocation and portfolio positioning, leading the investment committee, and providing daily oversight and guidance to Wealth Management’s portfolio managers. Brian also oversees Wealth Management’s research and due diligence process, and is responsible for articulating the firm’s investment philosophy.
Brian joined Waukesha State Bank Wealth Management in 2016 with more than 20 years of experience in the financial services industry, primarily providing financial planning and investment management services to retail and institutional clients. Having spent much of his career working directly with clients, Brian believes in purpose-driven investing, and that asset management works best when tied to goals or solves a problem. This belief forms the basis of Wealth Management’s mission and philosophy: “By providing consistent communication and simplifying the investment process, clients gain the clarity and confidence to adhere to their financial plan.”
Brian is a Certified Public Accountant (CPA) and has earned the prestigious Chartered Financial Analyst (CFA) designation. He obtained his bachelor’s degree in accounting from Assumption College in Worcester, Massachusetts and is active in the community coaching various youth sports programs.