As a Client Relations Manager for Veracity Capital, Brian supports the sales and service needs of Registered Investment Advisors and Custodian relationships, including all after-market service, support, and relationship management to ensure a best-in-class client experience. He is also responsible for supporting strategic internal projects.
With more than six years in the financial industry, Brian has gained valuable experience that enables him to best serve clients. Prior to Veracity Capital, he was a Senior Financial Analyst at AYCO, a Goldman Sachs Company. In this role, Brian managed the day-to-day of advisors’ books, allowing them to maintain and market a new business. Brian was also a licensed Financial Analyst at Merrill Lynch with similar responsibilities.
Brian earned his Bachelor’s degree in Finance from Siena College, graduating magna cum laude.