SVP, Investment Management and Research - Investment Management and Research
Brian joined Commonwealth in 2003. As managing principal, investment management and research, Brian helps support our advisors on a variety of matters related to portfolio management and investment research. He also oversees the development and ongoing management of our PPS Select platform. Brian has worked for more than 24 years in the financial services industry, including many years with Bernstein Investment Research & Management as a senior financial advisor associate. He graduated from Georgetown University with a bachelor’s degree in American government. He holds FINRA Series 7, 63, and 65 securities registrations, as well as the CFA® designation. Brian enjoys spending time with family and friends, coaching his children’s sports teams, and squeezing in an occasional round of golf when he can.