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Brian is a fiduciary advisor and principal in the Delaware office, working to provide oversight and subject matter expertise to the Brown Advisory Trust Company of Delaware (BATCODE). Brian has over 15 years of experience in Delaware trust administration and moved to a full-time role with the trust company in early 2024. Brian originally joined Brown Advisory in 2015 in a client service role and spent nearly 9 years advising clients in all areas of wealth management, whilst lending his time to clients and colleagues across the firm for matters relating to DE trust planning and administration. Prior to joining the firm, Brian worked at Wilmington Trust Company for 7 years, primarily as a Fiduciary Associate.

Education

  • Widener University, MS Taxation
  • Wilmington University, MBA Finance
  • University of Delaware, BS

Community Involvement

  • Board Member, University of Delaware Trust Management Minor
  • MarCom Committee Member, WRK Group

Certifications

  • CTFA

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