Brian joined Birch Hill in 2007 after many years of experience in the financial services industry, most notably as a private wealth management professional for Goldman Sachs.
Brian has a BA from the University of Massachusetts, Amherst. He lives with his wife and three children in Malden.
Q: What are your role and responsibilities at Birch Hill?
A: Back office responsibilities including but not limited to trade settlements, reconciliation, and management fees.
Q: What do you think Birch Hill’s best qualities are?
A: We are a group of dedicated professionals who work together to achieve the goals of our clients.
Q: What about what you do brings you the most personal satisfaction?
A: I enjoy problem solving and coming up with creative solutions to challenges that we may face. I enjoy the feeling of accomplishment when I have improved a process or workflow that enhances the client experience.
Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I would be involved with real estate in some capacity.
