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Brian joined Aspiriant in February 2010 as an Assistant in the Investment Operations department. He has over 13 years of experience within the financial services industry working with high net-worth individuals and families. Brian has contributed in a variety roles from advising, analyzing, managing and trading, to name a few. Brian is currently assisting with client portfolios, trading, and other operational responsibilities in the investment operations department.
Prior to joining Aspiriant, Brian worked for three years as a Wealth Manager for Morgan Stanley. He was responsible for assisting his clients achieve their financial goals. He also worked for Charles Schwab as a Trading Analyst where he monitored trading activity for high net worth clients. Most recently, Brian was a Portfolio Manager for a Registered Investment Advisory firm, where he led a team of Portfolio Analysts.
While at Morgan Stanley, Brian trained in New York’s World Trade Center and finished in the top tier of his graduating class, earning an Outstanding Achievement award. He was also recognized at Charles Schwab with an Excellence in Service Award.
Brian enjoys traveling with his family to the beach, snow, and sporting events. He is active in his community as a youth sports coach. He has also assisted with Habitat for Humanity, and worked with disabled children in the Challenger baseball program.
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Brett Gookin, Danielle Cordaro, Carl Forster, Kelly Cruz |
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