As Advisor Advocate, Brian plays a key role in strengthening relationships with our top-tier advisor teams here at OneSeven. As a liaison for these high-performing practices, Brian is an integral component in helping to champion their growth, optimizing their businesses through delivery of practice management concepts and ideas, as well as ensuring these firms are maximizing the use of all the value-added services and resources OneSeven offers.
Before joining OneSeven, Brian spent over two decades with some of the top asset and wealth management firms in the country. Most recently, Brian served as Head of Practice Management & Consulting for one of the largest RIA’s in the country. Prior to that, Brian held senior-level positions at top firms such as Vanguard Investments, J.P. Morgan Asset Management, and Victory Capital Management. Throughout his tenure at each of these firms one common theme was consistent – his passion for helping advisors be better positioned for the future and enhancing their ability to better serve their clients.
Brian earned his M.B.A. degree from Baldwin-Wallace University and his B.S. in B.A. from Youngstown State University. He is a Chartered Investment Management Analyst (CIMA) as well as a Certified Mutual Fund Consultant (CMFC). In addition, Brian is Certified Business Coach (Pareto Consulting) as well as a Certified Financial Services Coach (Clientwise).
Although born and raised in Northeastern Ohio, Brian and his wife now live on Hilton Head Island. Together, they enjoy being out in nature, golf, tennis, boating, discovering new restaurants, and frequent travel.
Words I Live By
Every person you will ever meet in life knows something you don’t. Always be inquisitive and never forgo a chance to learn from the knowledge and experience of others
You Should Know….
- I married my high school sweetheart! We’ve now been married 33 years and have 2 wonderful children.
- I’m a live music enthusiast. Throughout my life I have seen in excess of 100 live concerts from some of the best bands and musicians on the planet (and have the poor hearing to prove it!)
My Literary Love
“12 Rules for Life” – Dr. Jordan Peterson
