Director and Client Relationship Manager, Winged Keel Group
Brian joined Winged Keel Group in 2011. As a Director, he collaborates closely with the firm’s Principals to oversee the operations of Winged Keel’s San Francisco office. Brian is also one of Winged Keel’s Client Relationship Managers, focused on structuring, implementing, and servicing life insurance and annuity portfolios designed to meet the unique needs of ultra-affluent families.
In 2008, Brian graduated from the University of Pennsylvania, where he was a school record holder as a member of the Varsity Swim Team and an active member of the Sigma Chi fraternity. He holds FINRA Series 6 and 63 securities licenses.
Brian is an active supporter of Ladies Rest Daytime Shelter in Newark, New Jersey, and serves on the Event Committee of Bulldogs Care Foundation. He lives in San Francisco and enjoys baseball, football, golf, and biking.