Brian joined SCS Financial Services in 2004. He has over 20 years of experience in the investment business. Brian works with families to develop customized investment strategies that meet their needs including investment portfolio design, the coordination of estate plans, cash flow planning, and real estate investment oversight. Prior to joining SCS, he was a Senior Vice President at Pell Rudman Trust Company (now Atlantic Trust Company) and a Client Service Manager in BankBoston’s Trust department. He volunteers his time raising awareness for pancreatic cancer. Brian lives in Boston. He earned a BA in History and Spanish from the College of Holy Cross and a JD from Suffolk University Law School.