Brian is a Founding and Managing Partner of Cornerstone Retire, a division of Cornerstone Wealth Group, LLC. He started in the financial services industry in 1993 beginning his career with Merrill Lynch. Later, he worked with JC Bradford and Raymond James Financial Services. Brian’s vision was to create an independent firm with its own identity and due-diligence process. In 2001 he formed Cornerstone Wealth with Andrew Smith and Jeff Carbone.
Brian is the Chief Investment Officer of Cornerstone Wealth. As the Chief Investment Officer, he monitors global markets with a variety of macroeconomic and microeconomic data sets to provide economic and financial analysis that ultimately guides portfolio construction. In this role, Brian also provides counsel and insight on fiscal issues to the Investment Management Team.
Brian is an active supporter of Ada Jenkins Center, Hope House and the Cornelius Animal Shelter.