Brian is a senior product specialist for the Alternative Investments Group. His responsibilities in the alternatives group include assisting financial advisors in educating clients on the benefits and risks associated with the various complex products as well as designing strategies on the alternative platform through general education, product-specific education and support on specific client cases.
Brian started his career in financial services at Deutsche Bank before joining Raymond James in 2016. He spent the first five years with Raymond James in equity capital markets in various client and trader support functions. He received a Bachelor of Science degree in finance from the University of North Florida and a Master of Business Administration degree from the University of Florida. Brian holds the Series 7 and Series 57 licenses.
Originally from Colorado, Brian grew up in the Tampa Bay region and now lives in downtown St. Petersburg. In his free time, he enjoys playing pickleball, attending as many Tampa Bay Rays games as possible and enjoying all that downtown St. Pete offers.