Portfolio Manager
Brian is a portfolio manager for Bragg Financial Advisors and is an active member of the Investment Committee. He also serves as an analyst for the FPA Queens Road Funds, which are managed by Bragg Financial.
Before joining the Bragg team, he spent ten years with TIAA. During his seven years in their Wealth Management Division, Brian developed tax-efficient investment and income strategies for clients in pursuit of their legacy goals.
Originally from Connecticut, Brian decided to make his home in the Carolinas after a family vacation to South Carolina. He moved to Charlotte after graduating from USC, and he and his wife Carrie are renovating a bungalow in the historic Wilmore district. They have a labradoodle named Willy who keeps them very active. They're also avid college football fans and enjoy long weekend trips to the Carolina coast and mountains.
Brian is passionate about helping recent college graduates find their paths and enjoys serving as a mentor, helping them prepare for interviews and connecting them with potential employers.
Responsibilities
- Portfolio Manager
- Member of Investment Committee
- Analyst – FPA Queens Road Funds
Education & Professional Experience
- BS Finance, University of South Carolina
- CFA – Chartered Financial Analyst
Experience
- 16 years industry experience
- 5 years on Bragg team
- TIAA – Wealth Manager
Outside Interests
- Spending time with family
- Traveling
- College Football
Community Involvement
- Philips Academy: Board member, Endowment Committee member, Finance Committee member