Brian joined Woodmont Investment Counsel in 2021. He serves as Senior Vice President and Director of Investments. Brian is a member of the investment committee and assists in portfolio management, investment research, and trading. Additionally, Brian advises high-net worth individuals and institutional clients in pursuit of their financial and organizational goals.
Prior to joining Woodmont, Brian was a Senior Performance Analyst at Harris Associates in Chicago, IL for 9 years. At Harris, Brian served as an analytical resource for the portfolio management and marketing departments. Brian began his career for M&I Bank (Bank of Montreal) providing analysis for model portfolios within the firm's investment management platform.
Brian resides in Nashville, TN. He enjoys being outdoors spending time with family and friends, golfing, and fishing. A native of Milwaukee, Wisconsin, he enjoys cheering for the Green Bay Packers.
MBA, University of Chicago Booth School of Business
BSBA in Finance from the University of Central Florida
Chartered Financial Analyst®
Certificate in Investment Performance Measurement™