Brian is a Senior Client Manager at F2 Strategy, where he partners with wealth management firms to drive operational excellence, modernize technology, and successfully implement strategic change. With more than 30 years of experience in the financial services industry, he brings deep expertise across operations, investment systems, and client service, helping organizations translate strategy into execution. 

Prior to joining F2 Strategy, Brian served as Managing Director and Chief Administrative Officer at 1919 Investment Counsel. In that role, he oversaw firmwide operations, technology, and client service, and led the execution of the firm’s strategic initiatives. He led implementations of Salesforce and a variety of portfolio accounting, reporting, and order management systems. He previously served as Director of Investment Systems and Operations, overseeing day-to-day investment operations, client account maintenance, and the firm’s technology infrastructure. 

Before joining 1919, Brian was a Vice President at Legg Mason, overseeing investment systems for Legg Mason Capital Management and supporting multiple portfolio management, accounting, and trading system implementations across affiliate firms. He lives in Eldersburg, Maryland, with his wife and two children.

What would you tell someone just starting out in the industry right now?

I’d tell them to get comfortable with constant change. Tools, regulations, and client expectations will never stop evolving. Those who succeed are those who stay curious, adapt quickly, and use technology to deepen relationships and improve outcomes, not to replace human judgment.

What does the phrase, “Do Good with Tech” mean to you?

To me, “Do Good with Tech” means using technology to make our lives simpler, clearer, and more efficient. When done right, tech gets out of the way, builds trust, improves decisions, and helps people focus on what actually matters.

What has changed the most since you started out in the industry?

Since I started in the mid 90s, the biggest change has been a shift from a product and transaction-driven model to one centered around advice, counsel, and long-term outcomes. Technology has completely transformed a manual, paper-based, and opaque industry into a digital, data-rich, and highly transparent one, with client expectations raised across the entire industry. Change is now constant, and those who embrace and adapt to change will thrive.