Brian has over 30 years of experience in the asset management industry with a focus in sales management and distribution. Before founding Harborside Group in 2004, Brian was the Sales Manager for Vanguard’s $100 billion third-party distribution effort. Prior to that, Brian was the National Sales Manager for Flag Investors Funds, a $5 billion fund company sponsored by Deutsche Bank Alex. Brown.
Brian is a trustee of St. Paul’s School and the University System of Maryland Foundation. He was the past President of the Board of Trustees of Harford Day School and a past member of the Investment Committee of The Tatnall School. Brian is also a founding member of Catalyst, an asset management industry focus group.
Brian is a Certified Public Accountant with a BS and an MBA from the University of Maryland and maintains Series 24 and 7 licenses.