Brian Refici

Brian joined MarshBerry in 2021 as a Vice President within MarshBerry’s Financial Advisory team. His current responsibilities include acting as a client-facing lead on merger & acquisition (M&A) and financial consulting projects, developing strategy and implementation of client deliverables, and recognizing opportunities for growth that ultimately enhance client satisfaction.

Prior to joining MarshBerry, Brian was Assistant Vice President of Investor Relations at The Hartford Financial Services Group, Inc. In this role, he was charged with understanding the valuation gaps between public markets and intrinsic value. During his tenure at The Hartford, Brian also spent eight years in various M&A roles where he was active in multiple buys and sell-side transactions, led The Hartford’s acquisition in the Group Life and Disability space, and divesting of its continental European operations.

Prior to joining The Hartford, he worked in various finance roles before moving into the Corporate Development department at United Technologies, where he led numerous M&A transactions, partnerships, and licensing agreements.

He currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.

Brian earned his MBA from the University of Connecticut and his BS in Finance from the University of New Haven.