As a Chartered Financial Analyst (CFA), Brian provides advice on investments and financial planning. His objective is to help the firm maximize returns on their investments and sustainable social impact. He works with members of the team to conduct comprehensive financial reviews of portfolio companies and provide quality advice on strategic investments, along with research and analysis to assist with the development of growth and scale strategies.
Brian’s proven ability to generate required information and data to support periodic Management, Compliance, and Audit reporting, he adds significant value to our LP reporting framework. As a graduate of the College of Charleston with a bachelor's degree in accounting. He is equipped with a strong ability to support the investment decisions of the firm through financial modeling and business development.