Brian Ullsperger

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.