Brian is an experienced investment professional and educator. He began his career at Fidelity Investments where he assisted high net worth clients develop and implement investment strategies on an exclusive team responsible for $3 billion in retail assets. He has taught graduate-level managerial finance at the Alan Shawn Feinstein Graduate School at Johnson and Wales University. He also taught investments for several years at the Community College of Rhode Island and has served as a guest lecturer at Boston University and Suffolk University.
Brian serves on the firm's investment committee with a concentration on alternative investment due diligence and global market analysis.