Brian oversees risk management, portfolio construction, and performance analysis for GW&K’s taxable bond portfolios. He works closely with portfolio managers to maintain the proper implementation of investment plans for our taxable bond strategies. Brian also specializes in analyzing and managing GW&K’s preferred bank stock holdings. Brian is a member of the firm’s Investment Committee. Most recently, he served as a trader executing trades across all asset classes managed by the team.

Brian started his investment career at GW&K in 2010 as an account specialist in the operations group and was later promoted to a senior client service associate on the client service team.

Brian received a BS in Business Administration from Northeastern University. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.