Brian is a Senior Associate at Transcend Capital Advisors.
Before joining Transcend, Brian was a Client Service Specialist at GM Advisory Group, supporting Financial Advisors to structure their practices and managing operations for the firm’s alternative investments. Most recently, Brian worked as a Senior Associate at Bank of America Private Bank, where he partnered with Advisors to deliver banking, credit, and investment solutions to high-net-worth individuals.
Brian graduated from Fairfield University with a Bachelor’s degree in Finance and a minor in Management.