"Be the change you wish to see in this world." Gandhi
Brian began his career at Tucker Anthony in 1996, where he remained when the firm was acquired in 2002 by RBC Wealth Management. After many years of consideration and planning, he and his father decided to fulfill their vision by launching Point 32 Investment Partners.
Brian earned a Bachelor of Science degree in finance from Long Island University. As an experienced financial advisor, he holds licenses that are registered in 22 states, including 7, 63, 65 held with LPL Financial, and life and health insurance.
A deep love of offshore and inshore fishing led Brian to an acute awareness of the environment and his dedication to seeking more socially responsible investments. His children, Landon and Maggie, share his commitment to clean water, beaches, and fish conservation. Another passion close to his heart is helping clients overcome obstacles they might face while dealing with mental health and substance abuse disorders. CA Insurance Lic#0M12141