CAIA Senior Portfolio Manager
Brian is the Senior Portfolio Manager at Kendall Capital where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients.
With over 20 years of experience in the financial services and investment industries, Brian began his career with Legg Mason. While at Legg Mason, 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 meet the needs of their high net worth clients. His focus was on investment research, asset allocation and portfolio comparisons, and helping them select high quality mutual fund 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 Tax 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 Bachelor of Science degree from the Business School at Frostburg University. He has earned the Certified Alternative Investment Analyst (CAIA) designation which enforces his in depth knowledge of investments which fall outside the realm of equities and fixed income such as hedge funds, real estate, and commodities. A DC area native, Brian now resides in Sykesville, Maryland with his wife and 3 children.