Designations and Licenses

Brian is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Brian works with high-net-worth clients to provide personalized wealth management solutions to help them reach their goals. He assists clients with financial planning, investing, estate planning and tax planning.

Brian has worked for Mariner since 2018 when he started as an intern at the Madison, New Jersey, office. Since then, he has been promoted to his current role with the New York City office.

Brian has a bachelor’s degree in finance from the University of Delaware. He is a member of the Financial Planning Association.

Personal Interests

Away from the office, Brian enjoys golfing, basketball and playing guitar. He is an avid Philadelphia sports fan.