Brian was formerly the CFO of Fifth Third Securities and Treasurer of Fifth Third Insurance Co. Prior, he was Senior VP of Accounting and Accounting Systems at TDWaterhouse Investor Services Inc. in New York, NY. Brian spent six years with Andersen Consulting in their Financial Services Industry division, where he was responsible for client financial management. He is a former Mayor of Lumberton, NJ.
Brian is a CERTIFIED FINANCIAL PLANNER™, having met all requirements as established by the Certified Financial Planner Board of Standards. He earned a Bachelor of Science degree in Commerce from Rider University and a Certificate in Financial Planning from New York University. He holds the following securities licenses: Series 7, 27, and 66.
Brian resides in Indian Hill with his wife and children. He coaches, is active in his church, and supports a number of local and national philanthropic organizations.