Member - National Office and Industrial Properties Group
Brian has 20 years in institutional sales and investment advisory experience. He began his career on Wall Street focused conducting institutional sales with investment banks including Merrill Lynch and First Boston. He specialized in derivative products and program trading for a limited number of high-priority clients.
Brian moved to Portland in 1995 and continued his career in institutional sales with several regional investment banks including Black & Company and Wells Fargo Securities. Although Brian continued in sales, he switched his focus from derivatives products to equity research product. The majority of his work focused on equity research on the retail, footwear, semiconductor, telecommunications, and medical device sectors.
In 2008, Brian transitioned into investment research with Greycourt, a high-net-worth advisory firm. He conducted investment research including the sourcing, evaluating and monitoring of hedge fund, private equity, and other alternative investments. Brian identified best-in-class managers, assessed risk and made specific portfolio recommendations to advisors and clients.
University of Wisconsin, Masters of Science in Finance
University of Wisconsin-Madison, Bachelor of Science in Business Administration
Brian is a graduate of the University of Wisconsin Graduate School of Business with a Masters of Science in Finance and the University of Wisconsin with a Bachelor of Business Administration. Brian’s education also includes Merrill Lynch and O’Connor and Associates training programs, a State of Wisconsin Investment Board Internship and the Applied Securities Analysis and Investment Management Program at the University of Wisconsin.