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Wealth Manager

Manchester Office: 802.362.4410

Brian is responsible for managing the investment portfolios and financial relationships for many of Manchester Capital’s family office clients. Prior to joining MCM in 2009, Brian served in the trust department of Wells Fargo Bank in Santa Rosa, CA, managing private assets for wealthy clients. He began his investment career with Key Wealth Management in Cleveland, Ohio, where he managed $1.6B in custom investment portfolios for individuals, families, charities, and foundations. Brian earned his Chartered Financial Analyst designation in 1996 and holds an M.B.A. from Kellogg, with concentrations in Finance, Accounting, and Strategy; a M.Sc. with distinction in Scottish Literature from the University of Edinburgh, Scotland; and a B.A. in English from Stanford. He served for five years as a member and ultimately Board Chairman for the Manchester School District. A formerly avid runner, Brian ran 26 marathons before hanging up his shoes and now enjoys spending his free time with his wife and four children.