Vice President and Senior Wealth Advisor
Brian is responsible for managing portfolios for high-net-worth investors, institutional clients, and non-profit organizations at Washington Trust Wealth Management. He also serves as a voting member of the Investment Committee for The Washington Trust Company.
EXPERIENCE
Brian has more than 20 years of experience in the wealth and asset management industry. Prior to joining Washington Trust, Brian served as chief investment officer and wealth advisor with Shepherd Financial Partners in Winchester, Massachusetts. He has also held several roles at local wealth and asset management firms including Ironwood Investment Management and Standish Mellon Asset management, specializing in small-cap investments for institutions and high-net-worth investors.
EDUCATION
Brian holds an MBA from the Sawyer School of Management at Suffolk University.
COMMUNITY INVOLVEMENT
A Massachusetts resident, Brian is actively involvement in the communities that Washington Trust serves and currently holds the positions of Treasurer and Board Member with the Arlington Hockey Club, a youth hockey organization.
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