Senior Wealth Manager, Partner
Brian manages the investment portfolios and financial relationships for many of Manchester Capital’s family office clients. Prior to joining MCM in 2009, Brian served in the trust department of Wells Fargo Bank in Santa Rosa, CA, managing private assets for wealthy clients.
He earned his Chartered Financial Analyst designation in 1996 and holds an M.B.A. from Northwestern University’s Kellogg Graduate School of Management (with concentrations in Finance, Accounting, and Strategy), an M.Sc. with distinction in Scottish Literature from the University of Edinburgh, and a B.A. in English from Stanford University. A formerly avid runner, Brian ran 26 marathons before hanging up his shoes and now enjoys spending his free time with his wife and four children.
Additional Certifications: CFA