Brian is a Vice President, Client Advisor in Whittier Trust’s Orange County office. He provides a full range of family office, financial planning and fiduciary services and has experience working with multiple generations of ultra high net worth families.
Prior to joining Whittier Trust, Brian worked eight years for North Sails, the world’s leading sail manufacturing company, in a business development role. He also managed research and development projects in Brazil, Japan and Europe for the company.
Brian received his MBA from the USC Marshall School of Business where his focus was finance, and earned his Bachelor’s degree in Business Administration from Georgetown University’s McDonough School of Business. He has successfully completed the Cannon Financial Institute’s Trust Level I , II and III courses on the way to achieving his CTFA designation. Additionally, Brian obtained a Certificate in Personal Financial Planning from UCLA in a step toward earning the Certified Financial Planner (CFP®) credential.
While at Georgetown, he was a member of the national championship winning sailing team and earned All-American status three times. In his spare time, he manages a scholarship fund set up in his grandfather’s name for the American Institute of Architects California Chapter (AIACC). He also enjoys his volunteer work with the Newport Harbor Sailing Foundation.