Background and Experience

Brian is a Senior Financial Advisor, Senior Vice President -Investments and PIM Portfolio Manager for Wells Fargo Advisors. Brian co-leads a Private Wealth Management team and is one of the two advisors, along with Mike Brennan, who lead The Brennan Morales Private Wealth Management Group at Wells Fargo Advisors. Brian leads the team’s discretionary portfolio management, security selection and trading efforts while utilizing a variety of research sources that include the Wells Fargo Investment Institute. Brian is responsible for building, implementing and managing the team’s portfolio management strategies and also handles the team’s corporate executive clients. He is responsible for designing and executing the team’s 10b5-1 trading plans and 144 sales for corporate insiders at publicly traded companies. While Brian manages several of the team’s private and family office clients, his primary responsibility is overseeing complex equity transactions, managing the team’s many 401k retirement plans and setting investment policy for the team’s clients.  Brian is responsible for developing the team’s equity strategy along with screening and managing alternative investments that include long short equity, macro and market neutral strategies.  

Brian joined Wells Fargo Advisors in 2006 after 9 years as a Corporate Services Financial Advisor at UBS Wealth Management.  At UBS, Brian co-founded the firm’s corporate services practice in Washington DC where he was responsible for concentrated equity transactions as well as analysis and strategy for corporate executives of publicly-traded companies.  He began his career in the financial services industry in 1991 after graduating from the University of Maryland in College Park with a Bachelor of Science degree.  He held a variety of management and advisory positions after graduating and prior to joining UBS in 1997. 

Brian is a PIM* Portfolio Manager, an advanced designation held by less than 10% of the firm’s Financial Advisors and provides highly customized discretionary investment solutions for clients, guided closely by the recommendations and collective insights of his research partners.

 

Away from the Office

Brian is a periodic guest lecturer on wealth management topics at American University in Washington DC and George Mason University in Fairfax, VA and shares Wells Fargo Advisors’ commitment to the local community.

In the community, Brian serves as a Blue and Gold officer at the United States Naval Academy where he guides exceptional high school students through the application, nomination and appointment process. He is the son of a US Air Force pilot and lived with his family in Madrid, Spain. He is a general aviation and military aviation enthusiast and enjoys bass fishing and golf in his spare time. He is very proud of his two children Jack and Rachel and has called Southern Maryland home since 2002.

* The PIM (Private Investment Management) program is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  Minimum account size for this program is $50,000.

CA Insurance License Number:  0F17180  Resident State MD