Brian Kazanchy, CFP®, CFA®, MBA, serves as a Partner and Wealth Advisor at Corient, one of the largest integrated fee-only registered investment advisors in the United States, since September 2005. With expertise in planning, investing, lending, and money management, Brian contributes to a team dedicated to comprehensive wealth management. Prior to this role, Brian was a Financial Counselor at AMG National Trust Bank from August 2001 to September 2005. Academic credentials include an MBA in Finance from Fairleigh Dickinson University and a degree from the University of Richmond - Robins School of Business.
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