As LSIA’s Wealth & Investment Associate, Brian is a key member of the firm’s operations and investment teams, providing support to trade processes, data management, client reporting, and portfolio management functions. Working closely with LSIA’s Chief Operations Officer and Trade & Settlement Manager, Brian facilitates the accurate and timely settlement of domestic transactions within various equity and fixed income investment strategies, identifies trade discrepancies/unmatched trades, mitigates the risks related to the trade life cycle, and reconciles daily security movements. Brian is currently taking part in the CFP® Certification Education Program. He strives to one day leverage is in