With over 36 years of experience as an advisor at Capital Analysts of New England, Brian oversees portfolios exceeding $225 million for high-net-worth individuals, retirees, and emerging investors. Supported by a seasoned wealth management team, Brian exercises discernment in selecting clients, prioritizing personalized attention and service. Please click here for our team bios. At present, he exclusively engages new clients through referrals.
Focusing on retirement income planning and investment management, Brian's specialization lies in crafting retirement portfolios and implementing tax-efficient withdrawal strategies. His scope of practice extends to estate planning, business succession, long-term care funding, and life insurance planning.
Brian shares his knowledge beyond client interactions, having conducted extensive teaching on retirement and financial planning strategies at local educational institutions. His contributions to industry discourse include published articles for Morningstar and the New England Real Estate Journal, some of which are accessible via podcast. Please click here for more information on the Retirement and Financial Planning courses. (Please click here to read or listen to Brian's articles)
- Brian’s education credentials include:
- Villanova University, Bachelor of Science in Finance, 1987
- The American College:
- Chartered Financial Consultant(R)
- Retirement Income Certified Professional(R)
Brian's dedication to professional development is evidenced by his recent participation in the advisor counsel of Lincoln Investment Planning, LLC, his broker-dealer. Outside of his professional pursuits, Brian and his wife Connie reside in Hingham, Massachusetts, where they enjoy family life with their four adult children. Brian's personal interests include vintage baseball, as well as hiking and biking.
