Brian executes fixed income and equity trades, as well as overseeing the trading operations and systems, conducting technical analysis and portfolio modeling. Brian serves on the Beaumont Investment Committee. A member of the financial services industry since 1999, he was senior portfolio trader with a Boston-based hedge fund with responsibility for trading domestic and global assets, as well as operations and portfolio balancing. Earlier, he served as an institutional equity sales trader for various agency-based brokerage firms. He earned a BS in finance from the University of Colorado, Boulder and an MS in finance and an MBA from Boston College.