Brian is a Certified Investment Management Analyst®SM and a CERTIFIED FINANCIAL PLANNER™ practitioner at Robert W. Baird. Before joining Baird, Brian worked in New York City as an Internal Investment Specialist for Allianz Global Investors. His responsibilities included marketing, service and sales of mutual funds and separately managed accounts for Allianz’s premier group of investment managers, which include PIMCO, NFJ Investment Group and RCM Capital Management. Brian received his MBA in Finance from the University of Denver and his BA in Political Science from Colgate University. At Colgate, he was a student-athlete and head captain of the lacrosse team. Currently, Brian serves as President of the Colorado Academy Alumni Board. Brian and his wife Holly enjoy spending time in the outdoors hiking, skiing, and road biking. They are also proud parents of their newborn son, Jackson.
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