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For the past 25 years, Brian has provided comprehensive investment and wealth management planning services to individuals, foundations, and corporations throughout the United States always being based in Atlanta and focusing most of his effort in Georgia.
Brian grew up in Atlanta (Sandy Springs) and graduated from the Marist School and from Georgia Tech with a degree in Industrial Management. Prior to joining Morgan Stanley (2002-present), he was employed by Merrill Lynch Trust Company (1996-2002) as the manager of the firm's Wealth Management Services for the Southeast Region and as Trust Officer at Bank South (1990-1996). As a contributor to the Atlanta community, he is actively involved with the Marist School and currently on the Development Committee and has served as the president of the Planned Giving Association for the school. Brian is currently a member of the Investment Advisory Committee for Zoo Atlanta and serves as an investment advisor to numerous non-profit entities in Atlanta and across the country. He is a member of the Atlanta Estate Planning Council. Brian resides in Atlanta and has three children.