As managing principal, investment management and research, Brian manages the Research team, as well as oversees the asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program.

Brian is a Chartered Financial Analyst® (CFA®) charterholder and holds his FINRA Series 7, 63, and 65 securities registrations. He graduated from Georgetown University with a BA in American government. Prior to joining Commonwealth, Brian worked at Bernstein Investment Research and Management as a senior financial advisor associate.