Brian is a seasoned financial professional with over 30 years of experience serving institutional and commercial clients and building a distinguished track record in client service and portfolio management. He is responsible for managing customized investment portfolios aligned with each client’s unique goals and investment policy guidelines. Brian holds an MBA from the Ross School of Business at the University of Michigan, B.S. in Accounting from the University of North Carolina at Charlotte and has earned his CPA designation. In addition to his professional work, Brian is deeply committed to community service. He has served on numerous nonprofit boards such as Frederik Meijer Gardens and the Kalamazoo Institute of Arts.  Brian currently serves as Board President of Family & Children Services.