Managing Director, Corporate Development
Brian is the co-head of Adviser Investments’ corporate development unit. In this role, he is responsible for identifying and executing merger and acquisition opportunities on behalf of the firm and working closely with candidates to ensure their goals are achieved once they merge with Adviser Investments. Prior to joining the company in 2021, Brian led the M&A and business development group at Emigrant Partners, a strategic investment platform focused on the independent wealth space. Brian also spent time with Bregal Sagemount, a leading growth The amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. fund, and Focus Financial Partners. He received his B.S. in finance from St. John’s University. His interests include basketball, chess, meditation and spending time with friends and family.