Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting investment managers, and implementing custom investment strategies for clients.

With over 25 years of experience in the financial services and investment industries, Brian began his career with Legg Mason where he became the head of their Risk Management Group charged with assisting high-net-worth clients minimize risk within their investment portfolios. He also monitored large corporate relationships for the firm. After eight years at Legg Mason, he joined Fortigent as a director, supporting independent (RIA) advisors to meet the needs of their high-net-worth clients. His focus was on investment research, asset allocation, and portfolio construction, and helping them select high-quality investment managers. After seven years working behind the scenes for advisors, Brian realized he missed working directly with clients. He seized an opportunity to join Andersen as their lead portfolio manager and share his varied experiences to help high-net-worth individuals, families, foundations, and endowments manage their investments.

Brian has a BS from the Business School at Frostburg University. He has earned both the Chartered Financial Analyst (CFA) and Certified Alternative Investment Analyst (CAIA) designations. A DC-area native, Brian now resides in Sykesville, MD with his wife and three children.