Wealth Advisor, Managing Director
Brian is a Senior Wealth Advisor at Hightower Signature Wealth. He has over 20 years of experience in the financial advisory and wealth management arena covering family offices, ultra-high net worth individuals and institutional clients. Brian works closely with clients on their diversified investment strategies, concentrated stock positions, wealth transfer, and multi-generational financial planning. Brian has been quoted in the Financial Times, Financial Advisor IQ, WealthManagement.com and RIABiz.
Prior to joining Hightower Signature Wealth, Brian was a co-founder of Journey Strategic Wealth, an independent wealth management firm that was acquired by Hightower Advisors in 2026. Brian has previously held positions at Dynasty Financial Partners, Magnus Financial and Merrill Lynch.
Brian has a B.S. from the Alfred Lerner College of Business and Economics at the University of Delaware, where he was a member of the varsity baseball team. In his free time, he enjoys golfing, traveling, and spending time with his wife and two children. Brian is a resident of Summit, New Jersey.
Awards
Forbes Best-In-State Wealth Advisors 2025
This Rating is provided in April 2025 by Forbes. It covers the period of June 2023 to June 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/