Wealth Management Associate
In February of 2020, Brian began a career in the Financial Services industry when he joined Kathmere Capital Management as a Wealth Management Associate. He was hired to work directly with Kevin McDermott and direct operations for his practice within the firm. Brian’s purpose professionally has always been about helping people and making a difference. Now working together with Kevin and his clients, he focuses on ensuring they are positioned well to achieve both financial and non-financial goals. Brian understands the value of listening to clients, is readily available to service their immediate needs, and to continue quality partnership with current clients and key relationships, while building the trust and goodwill of new ones in the future.
A native of Springfield, PA Brian has always been an active member of the community. In the summer, he coaches for the Springfield Cougars Lacrosse Club and volunteers for the SAEF Golf Outing. He attended The Pennsylvania State University, where he graduated with a B.S. in Actuarial Science. He is an avid golfer and has competed in local amateur tournaments over the years. When he’s not in the office, on a lacrosse field or the golf course, Brian enjoys time with his family and friends. You may also find him on summer weekends at the Jersey Shore.