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Investment Associate

Montecito Office: 805.969.5670

Brian’s responsibilities include reviewing client portfolios, implementing changes, and working with Wealth Managers to ensure clients receive superior service and advice.  Brian received a B.B.A. in Finance and a minor in Accounting from the University of Tennessee, Knoxville where he was involved in the University of Tennessee Investment Group and the Bloomberg Mastership Program.  Having grown up in Nashville, Brian joined Manchester Capital in 2013 and now enjoys life in Montecito, California.  In his free time, Brian likes to hike, fish, ski, and travel.