Brian brings more than 15 years of experience helping asset management firms develop, manage, and distribute investment strategies and products. As a member of Business Development, Forum Capital Advisors, Brian is responsible for aiding the firm’s distribution and investor client acquisition efforts.
Brian joins the Forum team from Revolutions Edge where he is a Placement Agent/Investment Wholesaler for niche and boutique investment firms in the public and private markets. Before that he held key executive distribution roles at OppenheimerFunds, Carillon Tower Advisors, and Transamerica.
Based in Iowa, Brian graduated from The University of Iowa and holds a Bachelor of Business Administration in Finance from Tippie College of Business and an MBA with a Concentration in Finance from Tippie School of Management. He was also a letter winner for the Iowa Hawkeye football team during his tenure. He holds FINRA Series 6, 7, and 63 licenses and CIMA® certificate (Certified Investment Management Analyst). Outside of work, Brian enjoys spending time with his wife, five kids, coaching their youth sports teams, and following Iowa Hawkeye athletics.