Brian is a Private Advisor and Managing Director at Rockefeller Global Family Office. Prior to joining Rockefeller, Brian was a Private Wealth Advisor, Family Wealth Director, Executive Director, Alternative Investments Director, and Founders Specialist at Morgan Stanley.

Brian provides clients with customized and sophisticated advice and solutions designed to preserve and grow their wealth.

A graduate of the Georgetown University School of Foreign Service, Brian also holds a master’s degree in Business Administration from the J.L. Kellogg Graduate School of Management at Northwestern University. After receiving his master’s degree, Brian joined American Express, where he held a variety of sales strategy and sales leadership positions. He went on to launch and lead the marketing effort for FlexMind.com, and then served nearly seven years as a sales performance and relationship management consultant at Huthwaite, advising the sales leadership of Fortune 500 companies.

Prior to joining Rockefeller Global Family Office in 2025, Brian held similar roles at Morgan Stanley, which he joined in 2016, as well as at Neuberger Berman and Bernstein Global Wealth Management.

Brian and his wife live with their four children in Montclair, New Jersey.