Brian joined Congress Asset Management in 2017 as a Regional Consultant, supporting sales efforts across the Northeast and Southeast territories. In 2019, he was promoted to Regional Director for the Rocky Mountain region, where he managed the territory for four years.

In 2023, Brian transitioned to the firm’s investment team as a Client Portfolio Manager and served on the Mid Cap Growth Investment Policy Committee. He recently returned to Business Development as Regional Director for the Metro New York City region. Prior to joining Congress, Brian spent two years at Putnam Investments.

Outside of work, Brian enjoys spending time with his wife and two young sons, fitness, and traveling. He is a CFA charterholder and a member of the CFA Society Boston and CFA Institute.