Brian is a Financial Advisor with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He has nearly 20 years of experience in the financial services industry, working for such organizations as First Albany's Institutional Bond Group and, more recently, at A.G. Edwards, where he served as Vice President of Investments.
Brian is an Accredited Asset Management Specialist® from the College of Financial Planning; holds FINRA Series 7 and 63 registrations with LPL Financial and the Series 66 with LPL Financial and Retirement & Benefit Partners; and is licensed to sell life insurance and is NYS Long-Term Care Partnership-certified in New York. He is a graduate of Siena College (B.A., Finance).
RICP® conferred by The American College.