Brian is an experienced chief financial executive, certified public accountant, and attorney with over 20 years in accounting and finance roles. He leads the firm’s financial management, strategy, and reporting, and provides guidance on accounting, budgeting, planning, and compliance, as well as investment policy and risk.
Brian’s experience crosses a wide range of industries, including financial services, property management/construction, government, and non-profit. Previously, he served as a chief financial executive for a $1 billion public pension fund, overseeing financial statement and annual report preparation, and regulatory filings, while serving as a strategic partner to the Executive Director, General Counsel, and Board of Trustees. In another role, he managed client hedge and mutual fund relationships that totaled $1.5 billion in assets, identifying key functional activities and risks, and calculating and tracking monthly net asset values, including trade and capital activity reviews and reconciliations, and facilitating audits..
He earned his JD from Capital University Law School after graduating with his Master’s in Accounting and Financial Management from DeVry University and Bachelor of Arts in Political Science from Miami University.
- Miami University (B.A., 1999)
- Keller Graduate School of Management, DeVry University (M.S., 2010)
- Capital University Law School (J.D., 2024)
- Ohio Board of Accountancy (CPA)
- Ohio
- Columbus Chapter CFO Leadership Council, founding advisory board member
- Ohio Society of CPAs, member
- Ohio State Bar Association, member
- Columbus Bar Association, member
- Capital University Law Review, Volume 52 Articles Editor (2022-2024)
