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Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
, AIF®, CPFA®
Brian is a business development officer at CIBC Private Wealth Management with over 25 years of industry experience. In this role, he is responsible for introducing clients to CIBC’s full breadth of services and proposing solutions based on the unique needs of each client. Brian specializes in counseling companies and executives on critical topics including investment advisory oversight, expense analysis and risk assessment as it relates to their retirement programs.
Prior to joining CIBC, Brian served in senior roles at SVB, Boston Private, Sentinel Benefits & Financial Group and Fidelity Investments, where he acquired extensive investment knowledge and collaborated with dedicated teams to develop powerful, and lasting relationships with businesses, families and individuals.
Brian holds a Master of Business Administration from Bentley University and a Bachelor of Arts degree from the University of Massachusetts at Amherst, Isenberg School of Management.
He also holds an Accredited Investment Fiduciary designation and a Certified Plan Fiduciary Advisor credential.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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