Chief Information Officer
Brian oversees the firm’s global information technology, technical strategy, direction and cybersecurity.
With 20 years’ experience in the financial technology sector, Brian has led several major projects for leading firms including securing the network and communications of one of the oldest savings banks in the United States, and developing e-commerce solutions during the dot-com boom years in Cambridge’s Kendall Square, Massachusetts, known as the ‘Silicon Valley of the East’.
Brian is a Certified Information Systems Security Professional (CISSP) and holds multiple Microsoft certifications. He serves on the Investment Company Institute’s Technology and Chief Information Security Officer Advisory Committees. He has a master’s degree in Business Administration from the University of New Hampshire with dual certifications in finance and global management, and a bachelor’s degree in Business Administration from the University of Vermont.