Client Services Associate
Brian joined the firm shortly after graduating from the University of Maryland in May 2017 with a Bachelor of Arts in Economics. Brian came to FAM with a number of internships in financial services under his belt; first at MassMutual Financial Group where he practiced client portfolio modeling and management strategy, and then at Ridgefield One where he gained experience in company valuations. In college, he was also an active member of the Finance, Banking and Investment Society where he helped to match members with potential positions across the financial industry. These experiences gave him the drive to want to learn more about how he could be a part of helping clients achieve financial goals. As part of that desire, Brian recently started working towards becoming a Certified Financial Planner ™ licensee.
On the FAM team, he is primarily responsible for account servicing, execution of trades, client data management and general client service needs.
During college, Brian was a volunteer leader in his fraternity, Alpha Epsilon Pi, where he served as social chair for two-years and helped to raise money for the Children’s National Health System.
As a self-proclaimed sports fanatic, Brian enjoys all things sports – especially if he gets to partake in watching or playing an occasional pick-up game of basketball with family and friends.