As Senior Operations and Investment Specialist, Brian is responsible for ensuring seamless communication between our custodians, advisors, and clients. He is integral in the support of cash management, journals and distributions, document management, and client onboarding. Brian also is involved in investment research and trading.
Prior to his role at Tarbox, Brian was Client Services Manager for a wealth advisory group in the San Diego area, where he provided holistic support in meeting preparation, account maintenance and reconciliation, compliance, and correspondence.
Brian is a CFA Exam Level II Candidate, is a Certified Notary Public, and recently achieved the Accredited Investment Fiduciary designation. Brian earned his Business Degree with a Finance Concentration from California Polytechnic State University.
Youngest of four and all are Cal Poly grads
Bubblegum blowing contests that he has entered and won
Sports physician. My love for sports and caring for others, all in one package.
Age that he first visited Sweden for a youth soccer tournament
