National Accounts Director & Senior Regional Director
National Accounts
Brian serves as the head of National Accounts and Regional Director for the Midwest division. He is leading our partner platform activities along with Midwest sales and client service efforts while bringing over 25 years of experience in the financial services industry to the RiverFront team.
Prior to joining RiverFront in 2011, Brian was a Senior Vice President and Business Development Consultant for twelve years at Baird, focusing on financial advisor best practices. He also worked as a Senior Field Consultant for the Investment Consulting Services Department of 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. 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 Investments & Wealth Institute 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.”
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