Brian is a Senior Portfolio Associate at 1919 Investment Counsel, LLC. His primary responsibility is overseeing day-to-day administrative management of individual, family, institutional and trust portfolios. He works closely with Portfolio Managers to enhance client relationships by closely monitoring investment portfolios for asset allocation, financial planning and client needs.
Prior to joining the firm in 2020, he was a Broker in TP ICAP’s Global Broking division in New York. He was responsible for servicing clients in Equity Derivatives and US Credit products.
Brian earned a Bachelor of Science in Business Administration from The University of Scranton, where he was a captain of the Men’s Basketball team. He currently is pursuing the CTFA designation.
Email address: firstname.lastname@example.org