Brian spent the first two decades of his financial services career working with large corporations and institutions. He led the Healthcare sector group at Sanford C. Bernstein and was the head of US Healthcare trading at UBS. During this time, family members and friends often turned to him for advice on what to do with their personal financial situations. His knowledge and experience gave him the ability to provide valuable guidance to those who sought them.
Seeing the positive impact he could have on individuals versus working with hedge funds and mutual funds, Brian decided to transition his career to be part of the M3 team who helps offer meaningful guidance and insights to people who could really benefit from it.
A self-professed “family-oriented guy”, Brian resides in Trumbull, Connecticut with his wife Taryn and their children Madelyn and Morgan.
Brian is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT