Senior Private Wealth Advisor
Experienced, Aware, Proactive
As Senior Private Wealth Advisor, Brian is an integral part of the Portfolio Management Team. Brian comes to GMAG from J.P. Morgan, where he ran his own private wealth advisory business for ultra-high net worth families. Brian was a firm-approved Discretionary Manager at J.P. Morgan, a key credential and skill he brings to GMAG.
Brian’s background in law, investment banking, investing, and working closely with individuals and families allows him to bring a wealth of perspective and pertinent experience to meet client needs. These skills range from creating and implementing holistic, customized, and multigenerational investment strategies to helping an entrepreneur think through the sale of her business.
Brian left investment banking mid-career because he wanted to put his capacities to work in a more impactful way. Advising successful and aspirational CEOs, entrepreneurs, and their families, many of whom are using their success to give back to society in remarkable ways, has been the perfect fit.
Brian is an engaged philanthropist. He is also currently the Chairman Elect of the Board of Directors of Bergen Catholic High School, Oradell, New Jersey. He loves spending time with family and friends, especially on the golf course, whether in the US or abroad.