Gries Financial Partners
Brian J. Durkin is a seasoned compliance and operations executive with extensive experience in the financial services industry. Currently serving as the Chief Compliance Officer at Gries Financial Partners since May 2024, Brian also holds the position of Director of Compliance for The 4100 Group Financial Services. Previously, Brian was the Chief Compliance Officer and Chief Financial Officer at Lake Street Advisors, where valuable contributions were made to the firm's leadership and operational initiatives. With a diverse background that includes roles at Adviser Investments, Braver Capital Management, and Congress Asset Management, Brian has developed expertise in compliance, operations, and financial management. Brian holds a Bachelor of Arts in Economics from the University of Massachusetts Amherst and multiple professional certifications, including the FINRA Series 65 and Investment Adviser Certified Compliance Professional designation.
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Gries Financial Partners
Gries Financial provides disciplined investment and wealth management services to a select group of high net worth individuals as well as institutions including endowments and foundations. As an independent, fiduciary Registered Investment Advisor, Gries Financial has a nation-wide client base.