Brian is Chief Investment Officer of TFC Financial. In this role, Brian supervises and oversees TFC's investment process and is responsible for leading TFC's Investment Committee and investment team. Prior to joining TFC, Brian was the Director of Portfolio Strategy and a Senior Portfolio Manager with The Colony Group where he was responsible for macroeconomic and market research, manager due diligence, asset allocation, and portfolio design and implementation. He also oversaw Colony’s Sustainable Investing Solutions, an offering he designed while he was CIO of Harvest Capital Management.
Brian received a Bachelor of Arts in Political Science from Columbia University. He earned the Chartered Financial Analyst designation in 2005 and the Chartered SRI Counselor Designation in 2019.