Brian joined Commonwealth in August 2004 as a member of the Retirement team. In January 2008, he joined the Research team as an investment research associate. inquiries on various topics, including asset allocation, mutual funds, ETFs, and separate account managers.

Brian is responsible for the small-cap asset classes as well as ETF due diligence and the ETF Reference Guide. In addition to holding FINRA Series 7, 24, and 63 securities registrations, Brian holds the Certified Investment Management Analyst® (CIMA®) designation. He has over 21 years of industry experience with prior positions at Signator Investors and Putnam Investments. Brian earned a BS in management from Quinnipiac University. Brian played college hockey at Quinnipiac and spends his spare time coaching youth hockey. He is on the board of directors for the South Shore Eagles and a head coach for the Bay State Breakers girls hockey program.