- Who We Serve
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- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Brian is responsible for a team of professionals in both Greenwich and New York City who provide holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Brian and his team have expertise in financial planning, wealth transfer, banking, investments, tax management, and philanthropic advisory services. He has over 20] years of experience in financial services and wealth management.
Experience
Prior to joining Northern Trust in 2010, Brian worked at both Andersen and EY as a Senior Manager in their tax practice for over 15 years. Prior to that, he worked as an Associate at Day, Berry & Howard (currently Day Pitney) for 4 years.
Joined Northern Trust
2010
Education
Master of Law in Estate Planning, University Of Miami School Of Law. Bachelor of Science in Pre-law, Northeastern University Juris Doctor, Suffolk University Law School.
Greenwich
Cash Services Unavailable | ATM in lobby*
165 Mason Street
1st Floor
Greenwich, Conneticut 06830