About
Brian is a Senior Vice President and Wealth Management and Advisory Services Investments Manager who leads the Securities Portfolio Managers and Analysts in the Wealth Management and Advisory Services investment team.
Brian oversees portfolio management, investment planning and strategy, and investment risk management functions, as well as supporting client development and retention activities. Brian also holds a Chartered Financial Analyst® designation.
He has more than 30 years of portfolio management and institutional investment experience. Brian’s significant expertise in the investment markets is a key to our clients’ financial success, as he positions them to both safe and well positioned portfolios.
Advisory Expertise
- Portfolio Management
Professional Affiliations
- CFA Institute
- Chartered Financial Analyst Society of Spokane – Board Member
- Washington Trust Bank – Trust Investment Committee Member
- Spokane Employees' Retirement System – Board Member
- City of Spokane’s Investment Committee – Board Member
Credentials
- Chartered Financial Analyst®
Education
- BA, University of South Florida
