Certified Investment Management Analyst, Wharton School
Certified Public Accountant, New York State
Certified Financial Planner ®
Canisius College, B.S. Accounting
Brian is a Director and shareholder at Linwood Investment Advisors where he provides investment consulting to high-net worth clients and Retirement Plans. He is a member of the Investment Committee, which is responsible for driving the execution of its investment strategy for its wealth management and investment clients. Brian also functions as the Firm’s compliance officer. Prior to joining Linwood, Brian worked at Ernst & Young where he performed tax consulting, research, and advisory services in several areas including investments, high-net worth tax planning, retirement and estate planning. Subsequent to that, Brian was a Partner at Sanderson & Company and also a senior investment consultant at Courier Capital.
A graduate of Canisius College, with a B.S. in Accounting, Brian is a Certified Public Accountant, a Certified Investment Management Analyst, and a Certified Financial Planner. He is a member of the Investment Management Consultants Association. Brian's hobbies include the arts and sports. Brian, his wife, and his son live in Buffalo, NY.
Brian can be contacted at 716-631-6771.