Brian is a Senior Portfolio Manager at The Colony Group. He brings over 20 years of experience serving high net-worth individuals, families, entrepreneurs, and institutions across a wide range of investment and wealth management strategies. Prior to joining Colony, Brian worked for Sterling Capital Management as a portfolio manager in their Washington D.C. private client office. Previously, he was a portfolio manager and partner at Neville, Rodie & Shaw, a registered investment advisor in New York City. Brian received his B.A. in Public Policy Studies from Duke University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Washington, D.C. Bri