Brian is a managing director of Meridian Wealth Partners. He specializes in portfolio management and investment research activities. With more than 25 years of experience in working with business owners, high-net-worth families, and corporate executives, Brian develops, implements, and monitors Meridian Wealth Partners’ Progression of Wealth® solutions.
In addition to being a CPA and PFS, Brian is also a Chartered Financial Analyst (CFA). The CFA designation is a globally recognized standard for measuring the competence and integrity of investment professionals. To obtain the CFA charter, candidates must successfully complete three difficult exams and gain at least three years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis. While the vast majority of CFA professionals work as research analysts for Wall Street firms, Brian is one of a growing cadre of CFAs who took the three-year education program and passed the three-part exam to apply his investment knowledge to serving high-net-worth families.
Brian is consistently named a Philadelphia Five Star Wealth Manager, and is also a host of a local cable TV show, Money Matters, which has aired on the Comcast Cable System for the past ten years. He has been happily married since 2000 to his wife, Michelle, and they are enjoying raising their two boys, Gavin and Liam.