Brian is a Vice President and Senior Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.

Brian is the bank’s primary fixed-income strategist and oversees the strategy, implementation and trading of all fixed-income securities for both private and institutional capital. Brian also holds a Chartered Financial Analyst designation.

He has more than 20 years of portfolio management and institutional investment experience. Brian's significant expertise in fixed income is a key to our clients’ financial success, as he positions them to both safe and well positioned portfolios.

ADVISORY EXPERTISE

  • Portfolio Management Group

CREDENTIALS

  • Chartered Financial Analyst®

EDUCATION

  • BA, University of South Florida

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