Brian joined Pegasus Partners in January of 2017 as a Wealth Advisor. He serves a wide variety of families as principal Wealth Management Advisor and is a voting member of the firm’s Investment Committee. Brian specializes in asset allocation and high-level estate and tax planning strategies. Brian started his career working for a multi-family office before transitioning to a single-family office. While there, he led the investment committee and worked with many of the family’s direct investments. Following that role, Brian joined Ernst & Young as a manager in their Private Client practice. During his time at Ernst & Young, he focused on complex tax and estate