Chair of Investment Committee/Senior Wealth Advisor
MBA Loyola Marymount
Brian is based in Halbert Hargrove’s Orange County and Long Beach offices; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most clients come to appreciate.”
Brian was named to HH’s management team in 2012. His colleagues call him organized, highly disciplined, and fearless in critical conversations with clients. He values “leading the firm’s clients and helping them feel understood, supported and confident in their plans and in the work we do for them. I am fascinated by capital markets as well, and enjoy the process of researching nontraditional approaches to investments.”
Before joining Halbert Hargrove in 2006, Brian worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling.
Brian earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.
Married to Katie and dad to Gianna and Dominic, they also have four dogs ranging from a Great Dane to a Chihuahua. Outside of work, Brian enjoys being outside doing anything from surfing to archery. He is currently quite involved in the Orange County YMCA Adventure Guides program and believes it’s a valuable bonding experience with both kids.