Brian’s career spans three decades in finance and business management mostly in the financial services sector. He spent much of his career in Manhattan as a member of the financial operations and accounting team for several world-class firms focusing on cost control and vendor management. Brian was responsible for meeting budget goals and finding ways to create production efficiencies that created shareholder value. Brian eventually became a CFO and managed the finance and accounting staff for the Broker-Dealer of a large regional bank. Brian now brings that experience to the clients of Hyde Park Wealth Advisors. He helps clients understand the importance of budgeting and saving to build wealth through financial planning.
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 Lisa and son Brian II. His family is active in the local community and supports many social and philanthropic causes. They enjoy participating in many sports-related activities and you will often see them cheering on their favorite local sports teams.