Vice President, Taxable Fixed Income Strategist
Brian is a member of the Fixed Income Investment Committee and Equity Index Strategy Committee. He is a Portfolio Manager and oversees corporate trading.
Prior to its acquisition by Fiera Capital, Brian was a Portfolio Manager and member of the Investment Committee at Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. At Samson, he managed tax efficient and taxable fixed income portfolios and helped develop new product offerings such as the Corporate Index Replication and Foundation Short Term strategies. Brian began at Samson as a Portfolio Analyst assisting the Portfolio Managers with account management and market research.
Prior to joining Samson in 2004, he worked for the Knights of Columbus investment department in New Haven, CT and was responsible for cash management, performance analysis and structured product collateral surveillance for the company’s insurance portfolios.
Brian received a BA in Government and International Studies from the University of Notre Dame in 2001. He is also a CFA charterholder.