Brian Shenson in

Brian Shenson

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Managing Partner and COO at Rise Growth Partners
📍 San Francisco, California, United States

Brian Shenson is the Managing Partner and COO at Rise Growth Partners, leveraging over 20 years of experience in the wealth management industry. He specializes in applying technology and innovation to help advisory firms scale into national platforms. He is an alumnus of the University of California, Berkeley.

Outside of his deep expertise in financial technology, Brian has an international perspective, having participated in an education abroad program in Budapest, Hungary during his university years. Colleagues have consistently praised him for his dedication and customer-centric approach throughout his career.

In his first job out of college, Brian was described by colleagues as a "Super Star" who was brilliant, passionate, and laser-focused on customers.

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Experience
27 Years
Current Role
Managing Partner and COO
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Scaling Advisory Firms
His current role at Rise Growth Partners focuses on providing capital and operational guidance to help independent wealth management firms become national platforms.
Wealth Management Tech
He has a long history of leadership in advisor technology, including roles at Charles Schwab and BCG, focusing on digital platforms and operational efficiency for financial professionals.
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Career

Work history

9-2023
Managing Partner and COO
Rise Growth Partners
5-2022 - 8-2023
Associate Director
Boston Consulting Group (BCG)
1-2018 - 5-2022
Principal and Co-Founder
Springboard Advisory Group, Inc.
10-2003 - 3-2017
Vice President
Charles Schwab, Advisor Services
8-1998 - 4-2003
Director, Strategy and Operations
Kivera
In the press

Media appearances

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Education
8-1992 - 5-1996
BA
University of California, Berkeley
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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