31 Years in the Financial Service Industry
Brian was born and raised in Muncie, Indiana, earning a Bachelor of Science in Finance and Honors College recognition from Ball State University. Brian began an investment management career in 1995 as an Investment Officer and Portfolio Manager, specializing in the management of high-net-worth and retirement portfolios.
Brian joined Harbour in 2008 as an Investment Officer, was subsequently promoted to Chief Investment Officer in 2013, and to Senior Vice President in 2018. In these roles, Brian oversees the firm’s Investment Division, with responsibility for managing high-net-worth, retirement, and institutional portfolios. As Chairman of the Investment Committee, Brian oversees the development and execution of the firm’s asset allocation strategy. Brian also serves as Information Security Officer and plays an active role in the firm’s strategic planning initiatives.
Brian successfully completed the CFA Level I examination in 1998 and resides in Michigan City with his spouse, Jennifer. Brian and Jennifer enjoy spending time with their 2 daughters, their extended families, and friends.
“Among the most rewarding aspects of my career is leading a team of trust and investment professionals dedicated to delivering exceptional service and tailored solutions that help clients achieve their financial objectives. Because wealth management goals are unique to each individual and family, we take the time to develop customized portfolio strategies designed to meet each client’s specific needs and long-term aspirations.”