Brian is a Financial Advisor with J.P. Morgan Securities. He is responsible for prospective client outreach for the OS Group while also serving as the banking and credit specialist.
Brian manages and maintains an information management system and the team’s client database. His technology background provides understanding and insight for clients, many of whom are sophisticated technology entrepreneurs.
Brian began his career at Hueter & Associates, a Bay Area political finance and consulting company. While there, he built valuable relationships that facilitated his transition to a career in investment management. Brian’s foundation in finance, along with his straightforward and disciplined approach to working with clients, provides a natural progression into his current role in the OS Group.
Brian, a Northern California native, attended Stanford University and graduated from the University of Pennsylvania, where he earned a B.A. degree in Economics and a minor in History. He currently lives in the East Bay and enjoys traveling, snowboarding and scuba diving in his spare time. As a former world champion professional video game player, Brian still enjoys occasional gaming. He is also an avid history and politics enthusiast.
Registered States: AZ,CA,CO, CT, FL,GA,HI, IL,IN,MA ,MD,ME,MI, MN, MO, NC, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VA, VT, WA, WY