Brian works as a partner and senior advisor at North Berkeley Wealth to help his clients feel confident in their financial decisions. That may include building a retirement roadmap or crafting a legacy plan that fits the personal dynamics of their family, in addition to stewarding their savings and portfolio through the uncertainties of the market. He is an integral part of the firm’s leadership, heading North Berkeley’s Advisor Team and serving on the Investment Committee. Before joining North Berkeley, Brian worked at State Street Corporation on pension fund management and accounting for mutual funds. He also served in roles at Merrill Lynch and a private investment management team in S