Brian has 33+ years of Wealth Management experience, and is the firm’s President. Brian is a certified Bloomberg terminal investment professional. Bloomberg is the gold standard in securities research, portfolio modeling, analytics, and stress testing of investment models and portfolios of every type. It gives him real time economic and global news. He believe that one of the keys to portfolio management, is risk management and Bloomberg is a fantastic tool he uses every day to do just that! He oversees the investment strategy for our client’s assets as the Senior Portfolio Manager for True Alpha Wealth Management. In his role as Senior Portfolio Manager, Brian invests client portfolios based on the financial planning process and develops specific models for each client as appropriate to their needs, risk tolerance and objectives. He specializes in using both strategic and tactical disciplines with an emphasis on risk management, tax minimization and wealth preservation as related to each client’s specific financial plan. He provides objective investment advice and guidance to both individuals and institutions. He integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in managing portfolios and making prudent investment decisions. Brian builds and manages customized investment strategies and implements proprietary model portfolios that he manages for a fixed, all-inclusive fee, (free of transaction costs) as appropriate for each client’s unique situation. Our client’s lives and the markets are very dynamic; as a result, Brian receives his greatest reward by helping clients navigate those changes successfully, and in doing so has developed long- lasting, trusted relationships.