Brian serves as the Senior Regional Director for the Midwest division, leading sales efforts for that area and bringing over 25 years of experience in the financial services industry.
Prior to joining RiverFront in 2011, Brian was a Senior Vice President and Business Development Consultant for Robert W. Baird, focusing on advisor best practices. He also worked as a Senior Field Consultant for the Investment Consulting Services Department of Robert W. Baird. Brian's primary focus was promoting the firm's separately managed account platform and advisory services for use with high net worth and institutional investors. While at Baird, Brian was instrumental in the development of the Investment Counsel Program at the University of Chicago. Prior to working at Baird, Brian served as a Regional Marketing Associate for Strong Capital Management.
Brian earned a BBA in Marketing from the University of Iowa and holds an MBA from the University of Wisconsin-Milwaukee in Finance. He holds the Certified Investment Management Analyst® (or CIMA®) certification, administered by Investment Management Consultants Association and taught with The Wharton School, University of Pennsylvania, and is a member of the Investment Management Consultants Association.
“RiverFront has been very supportive of the Performing Arts in the Milwaukee area. Our family has been very involved with the Milwaukee Ballet and partner with the organization every chance we can.”