Brian Walsh

Brian Walsh has a diverse work experience in the financial management industry. Brian is currently the Managing Director at Boston Financial Management, where they provide wealth management and investment advisory services. Prior to this, they worked as a Portfolio Manager and Boston Operating Officer at Brown Advisory. Brian also served as a Partner at Highmount and held the position of Senior Vice President at Atlantic Trust. Brian began their career as a Relationship Manager at BNY Mellon.

Brian Walsh earned a Bachelor's Degree from Saint Michael's College, completing their studies from 1984 to 1988. Later, they pursued a Master of Business Administration (M.B.A.) from Suffolk University - Sawyer Business School, which they earned between 1993 and 1995. Additionally, they hold a certification as a Certified Financial Planner, but specific details such as the institution and date of obtaining this certification are not provided.