Focus Financial Partners Inc
Brian is responsible for business development and acquisition activities, with an emphasis on executing direct transactions on behalf of Focus, as well as merger transactions on behalf of the partner firms. He also works closely with several Focus partner firms on strategic initiatives to accelerate their growth.
Brian previously served as a Senior Manager in PwC Strategy&’s Financial Services Deals Strategy practice in Chicago, IL. At Strategy&, Brian led M&A diligence engagements for private equity and strategic acquirers, in addition to strategy engagements for wealth management and other financial services companies. Prior to joining Strategy&, Brian served 5 years in successive client facing roles with BNY Mellon’s Wealth Management division.
Brian received his M.B.A. from The University of Chicago Booth School of Business, is a CFA charterholder, and is a CFP(tm) certificant.