Brian Pierson

Brian Pierson is a seasoned professional in the wealth management sector, serving as the Founder of Integrated Wealth Platform since January 2016, where Brian developed ARISTOTLE AI, an intelligent planning software tailored for ultra-high-net-worth multi-generational families. Additionally, Brian holds the position of Managing Director at AlTi Tiedemann Global since October 2016 and has actively contributed as a volunteer educator in financial literacy for Junior Achievement USA since April 2015. Previous roles include Managing Director at The Presidio Group LLC, Director at Convergent Wealth Advisors, and Listing Qualifications Analyst at The NASDAQ Stock Market. Brian's volunteer efforts also extend to the CFP Board from 2013 to 2018. Academic credentials include a degree from Wake Forest University and attendance at St. Paul's School.