Brian has over 26 years of experience in the asset management industry with particular emphasis on sales management and distribution. Before founding Harborside Group in 2004, Brian was the Sales Manager for Vanguard’s $100 billion third-party distribution effort. Prior to that, Brian was the National Sales Manager for Flag Investors Funds, a $5 billion fund company sponsored by Deutsche Bank Alex Brown.
Brian is a founding member of Catalyst, an asset management industry focus group, and a Trustee of St. Paul’s School. He was the past President of the Board of Trustees of Harford Day School and a past member of the Investment Committee of The Tatnall School.
Brian is a Certified Public Accountant with a BS and an MBA from the University of Maryland and maintains Series 24 and 7 licenses.