Professional Experience

Brian has been with Sentinel since 2013, beginning his career in the retirement plan services and wealth management departments before moving into his current role as an Investment Analyst. In this position, he focuses on investment manager due diligence and fund research, while also monitoring and analyzing retirement plan lineups to ensure they remain strong and competitive. He supports the development of portfolio strategies, bringing a well-rounded approach to investment selection and oversight.

He values the continuous learning the role provides, which helps him stay current with market trends and evolving investment strategies. Drawing on his earlier experience at Sentinel, Brian offers a broad perspective when evaluating investments and shaping portfolio solutions.

Fun fact about Brian: While he has gone skydiving in the past, these days he prefers the view from inside the airplane.

Educational Background and Certifications

• Isenberg School of Business, University of Massachusetts, Amherst, MA – Bachelor of Business Administration – Finance & Operations Management
• FINRA Series 7, 63, & 65
• Accredited Investment Fiduciary®, AIF®