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Email Brian
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Brian brings over 29 years of investment management experience as a portfolio manager for businesses, institutions, and significant individual accounts. Brian also specializes in employee benefits and trust administration.
- 2002: Together with Ed Crooks, Brian established Counsel Trust Company. Brian is a significant shareholder of Counsel Trust and serves as a member of the Board.
- 1997: Acquired part of ECA Investment Group, from Ed Crooks.
- 1985-1997: Served as a portfolio manager at Allied Investment Advisors (formerly York Bank & Trust Co.), where he managed $300 million in equity and fixed income assets.
- 1985: Managed $80 million investment division at a local bank trust department.
- Received his Charter Financial Analyst (CFA) designation in 1990.
- Graduated from York College of Pa. in 1980 with dual Bachelor of Science degrees in business administration and banking/finance.
- A member of the Baltimore Security Analyst Society.
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