Prior to Essex Wealth Management, Brian worked as a Vice President at JP Morgan and also gained experience in several positions in the sports marketing industry.
Brian coaches soccer, baseball, and basketball, and serves on the board of the New York City Parks Sports Committee. He is also the Past President and Founder of the Schodack Campership Initiative and an annual Cycle for Survival team leader to raise money for Memorial Sloan Kettering.
Brian graduated from Emory University and earned his MBA from Baruch College. He and his wife, Caryn, live in North Caldwell, N.J., with their son and daughter, Evan and Lauren. When he’s not in the office, Brian enjoys golfing, playing tennis, running, reading, traveling, and taking walks with his dog, Boston.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
Check the background of this firm on FINRA BrokerCheck