Andersen
Brian Ullsperger has over 27 years of work experience in the financial industry. Brian started their career at Calvert in 1993 and worked in operations. Brian then joined Charles Schwab in 1997 as a Private Client Consultant, where they provided advice on asset allocation and portfolio construction. In 2005, they joined Wealth and Tax Advisory Services as a Manager, responsible for developing asset allocation strategies and portfolio construction for high-net-worth individuals. In 2006, Brian became the Chief Investment Officer at Capital Fiduciary Advisors, Inc, and later became the Managing Director at Capital Fiduciary Advisors. Since 2010, they have been working as the Managing Director at Andersen Tax, LLC, providing investment consulting and wealth management services.
Brian Ullsperger attended Frostburg State University from 1989 to 1992, where they earned a Bachelor of Science (B.S.) degree in Accounting. Prior to that, they attended B-CC from 1984 to 1988, although no degree or field of study information is available for this period.
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Andersen
Andersen is the founding member of Andersen Global®, association of legally separate, independent member firms, comprised of more than 14,000 professionals worldwide, over 2,000 global partners, and a presence in over 400 locations in more than 170 countries worldwide. In the U.S., Andersen has more than 2,000 personnel located in 23 cities across the country. Andersen encompasses top advisors with previous experience in the international accounting firms, law firms, IRS, and state taxing authorities. Many of our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.