Brian provides comprehensive wealth management solutions, integrating investment management, tax, trust & estate planning services, and multigenerational planning, customized to the unique needs of each family. This includes overseeing the integration of a team of both internal and external legal, tax, and investment professionals, serving as a personal CFO for each estate.
Brian has over 20 years of Wealth Management experience, having previously served as a Senior Wealth Manager for BNY Mellon Wealth Management in Central Pennsylvania, as Founder and CEO of a boutique Multi Family Office in New York City and as the Managing Member and Portfolio Manager of a long/short US event-driven value-oriented hedge fund in New York.
An avid thought leader, Brian has authored over 80 articles covering investing, tax, trust & estate planning, family governance, and next generation education, featured in such publications as Forbes, Barron’s, The Wall Street Journal, Private Asset Management Magazine, Family Office Elite, and The Huffington Post.
Brian currently serves as Board President of the York JCC and previously served as a Board member of The Campus of the Jewish Home of Greater Harrisburg. He and his wife, Sara, have two children and reside in York, PA.