Brian is the Chairman of the Investment Strategy Committee and is directly responsible for formulating customized investment plans along with the implementation and adherence to those strategies for the firm’s wealth management and corporate retirement clients. Brian comes to MBL Advisors Inc. after 12 years at U.S. Trust, Bank of America Private Wealth Management, where he was a Senior Vice President & Senior Portfolio Manager overseeing $750MM in client assets. In this role, Brian was responsible for decisions involving portfolio management, asset allocation and portfolio construction. Brian received his B.S., in Business Administration with a concentration in Finance from Elon University.