Experience 27 Years
Brian is a partner of the firm and manages the sales efforts for GW&K’s advisory business channel, leveraging over 20 years of experience building trusted partnerships with both advisors and clients. In addition to managing the advisory business development team, he assists in developing and enhancing the firm’s working relationships with advisory partner firms, working closely with business operations, product management, and relationship management teams as they interact with the advisory community.
Brian started his GW&K investment career as a regional sales director and later moved on to support our partner firm, AMG Funds LLC, as a senior portfolio specialist with a focus on GW&K strategies. After several years with AMG Funds, Brian returned to GW&K to help build the relationship management and sales effort for GW&K’s advisory business channel.
Brian received a BA in Economics from the College of the Holy Cross. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. He also holds Series 7 and 63 Licenses with FINRA.
Given my earlier GW&K career experience on the sales team, I have valuable perspective into how to guide our advisory team on educating clients and developing lasting business relationships. While working for AMG Funds, I gained insights into our mutual fund offerings and have an appreciation for working across departments to successfully support our advisor partners.