Brian has served his clients’ investment management needs since 1994. Since starting his career, he has specialized in nonprofit organizations. He has built a reputation and client base over that time that has led to national recognition and over $3 billion in group assets, of which $1.4 billion are nonprofit client assets under management. In an ongoing effort to continue professional development, Brian earned the Certified Investment Management Analyst designation under the joint auspices of the Wharton School of Business, University of Pennsylvania, and the Investment Management Consultants Association (IMCA). He also earned the Accredited Investment Fiduciary designation, and holds his Masters of Nonprofit Management from the University of San Francisco. His specialized areas of expertise include working with both Public and Private Nonprofits. He has been asked to speak at national and regional conferences on subjects ranging from portfolio design and implementation, to building consensus on an investment committee, fiduciary education/liability, industry ethics, developing socially responsible investment strategies, and impact investing.