Brian is the Head of Operations at Elevation Point, bringing nearly three decades of experience in financial services. A graduate of the University of Vermont and Seton Hall University, he specializes in global operations, business transformation, and client satisfaction. People who have worked with him describe him as adaptable, impactful, and a creative problem-solver.
He is dedicated to fostering strong professional relationships and has a passion for continuous learning, recently completing certifications in Generative AI and Microsoft 365 Copilot. Throughout his career, he has valued traveling to meet with clients and team members across the United States and India.
After building a 27-year career at BNY Mellon | Pershing, he embraced a new challenge by joining Elevation Point to transform how advisors and clients are served.
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