Brian is the Co-Founder and Managing Partner of Journey Strategic Wealth.
Brian has over 15 years of experience in the financial advisory and wealth management arena covering family offices, ultra-high net worth individuals and institutional clients. Brian works closely with clients on their diversified investment strategies, concentrated stock positions, wealth transfer, and multi-generational financial planning. Brian has been quoted in the Financial Times, Financial Advisor IQ, WealthManagement.com and RIABiz.
Prior to founding Journey Strategic Wealth, Brian was a Managing Director at Magnus Financial Group. Brian has previously held positions at Dynasty Financial Partners, Merrill Lynch and DHF Capital.
Brian has a B.S. from the Alfred Lerner College of Business and Economics at the University of Delaware, where he was a member of the varsity baseball team. In his free time, he enjoys golfing, traveling, and spending time with his wife and two children. Brian is a resident of Summit, New Jersey.