As Manager of Transitions, Brian acts as the primary point of contact for transitions, compliance, and operational support for teams transitioning to our RIA platform. Brian also assists with onboarding paperwork, training of advisors, and their staff (pre and post transition.) Prior to joining NewEdge Advisors, Brian served as a Client Service Manager at IWS Fidelity Investments and a Senior Conversion Consultant, with a specialty in Advisor Conversion Services at Schwab. Brian also has his Series 7 and 66 licenses.
Brian graduated from Axia University and currently resides in Mont Vernon, NH, a small town outside of Manchester. He enjoys spending his spare time outdoors with his two young boys or sneaking away to play golf during non-winter months.