Brian brings over 27 years of investment management experience to his role as Senior Vice President, Chief Investment Strategist. He is a member of CNB Wealth Management’s Investment Committee, where he is responsible for providing the research and analysis necessary to oversee the firm’s investment portfolios. Additionally, Brian coordinates the firm’s due diligence process, which monitors and evaluates all existing and prospective investment managers.

In his role, he works to educate CNB Wealth Management’s clients, centers of influence and advisors on the markets, economy and the firm’s current investment offerings.

Prior to coming to CNB Wealth Management, Brian spent 15 years at Tompkins Financial Advisors as Senior Investment Analyst.

Brian lives in Penfield NY with his wife and two children.

B.A. in Finance, Wittenberg University

Certified Investment Management Analyst (CIMA®)

Rochester Hearing & Speech Pension Committee, Member

Veteran's Outreach Center, Volunteer

Penfield Youth Lacrosse, Coach