Brian joined the Capital Saratoga Wealth Management team as a financial advisor in 2018. Prior to joining Capital Saratoga Wealth Management, Brian worked at Purshe Kaplan Sterling Investments as a senior operations specialist. In that role, he handled all aspects of Broker Dealer operations.
Brian currently holds the series 7, 6, 63, and 65 licenses, as well, as the New York State Life, Accident, and Health agent license.
Brian brings 18 years of industry experience to the Capital Saratoga Wealth Management team. He believes that a healthy relationship with clients stems from open, consistent, and transparent communication. Brian works to ensure that he provides the highest level of service possible. He takes pride in knowing each unique client situation is handled with the utmost care and efficiency.