Brian joined Capstone in 2021 and is a Vice President on the Institutional Sales team. He works closely with a variety of institutional investment managers in analyzing federal, state, and international regulatory issues impacting their portfolios. Prior to joining Capstone, Brian worked on the institutional sales and trading desk at a policy research firm in Washington, DC. He held prior positions at Wedbush Securities and at Barclays Wealth and Investment Management.
Brian graduated from the McIntire School of Commerce at the University of Virginia. with a B.S. in commerce with concentrations in finance and management. He currently lives in Washington, DC. He is a CFA charterholder.