Brian is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant with extensive experience in wealth strategy and business development. He leads a range of strategic growth initiatives for MasterCorp and collaborates closely with teams nationwide to elevate awareness of the firm’s capabilities, resources, and long-term priorities.

Before joining MasterCorp in 2010, Brian was a Director at UBS Financial, where he advised ultra-high-net-worth clients and oversaw planning strategies for individuals with $2 million to $10 million in investable assets. His work included guidance on concentrated equity positions, philanthropic structuring, and multigenerational wealth transfer. Earlier in his career, he worked in the financial planning and tax services practice at Ernst & Young, LLP, developing investment and tax strategies for both individual and corporate clients.

Brian earned a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University.