Brian brings more than 30 years of experience in the financial services industry helping 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 Summe Capital where he is Founder & CEO. Before that he held of series of key executive distribution roles at OppenheimerFunds, Morgan Stanley Funds, Dean Witter, and Merrill Lynch.
Based in Kentucky, Brian holds a Bachelor of Arts degree in Economics and Political Science from Louisiana State University as well as FINRA Series7, 63, and 79 licenses, a CRPC® certificate (Chartered Retirement Planning Counselor) and is a CIMA® certificate (Certified Investment Management Analyst) candidate with University of Pennsylvania’s The Wharton School. Brian is collegiate scholarship athlete, All-American, SEC Team Champion, U.S.A. Olympic Swimming Trials Qualifier and currently a U.S. Masters National Swim Champion. Outside of work, he enjoys spending time with his wife and six children.