As the Chief Executive Officer of the firm, Brian provides overall strategic direction and leadership to the firm’s investment management, wealth management, and operations groups. Additionally, he serves as the Chair of the Executive Committee, the governance entity charged with setting the firm’s long-term strategic course.
Over the past two decades, Brian has served in a variety of senior investment and operational leadership roles throughout the asset management industry. Prior to joining Sand Hill Global Advisors, Brian served as the Co-Chief Investment Officer of Stafford Capital Management, where he actively managed funds for a client base comprising high net worth individuals, family offices and institutional investors. Prior to this, he spent ten years with RCM Capital Management, a dominant West Coast institutional investment firm now known as Allianz Global Investors. In his capacity as one of the firm’s Co-Chief Investment Officers and Senior Portfolio Managers, he managed a multi-billion dollar product and was responsible for all aspects of portfolio management, analytics, marketing, client service and management that accompanied the role. He began his investment career as a member of RCM’s fundamental research equity analytics group.
Brian has been active on a variety of boards throughout his career including the Children’s Health Council, The American Lung Association, and a privately held mutual fund company. He is currently a member of the Woodside School Foundation as well as a member of the Mid-Peninsula Advisory Board for Presidio Bank.
Brian earned his BS and MS in Finance from the University of Wisconsin, where he was a select participant in the Applied Securities Analysis Program. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Francisco.