Brian Schimpf, CFA, is an Executive Director and Senior Quantitative Strategist specializing in advanced planning and family office solutions, focusing on bespoke financial and income/estate tax modeling for families with over $100 million in assets. Brian previously held positions at UBS from 2018 to 2022, where they served as an Executive Director and Director in wealth planning and trust consulting. Prior to that, Brian worked at AllianceBernstein from 2010 to 2013 and held roles at Berthel Fisher Companies and Beltz Real Estate from 2005 to 2010. Currently, Brian is pursuing a Bachelor of Arts in Economics and English at Wake Forest University and a Master of Business Administration in Finance at the University of Minnesota's Carlson School of Management.
This person is not in the org chart
This person is not in any teams
This person is not in any offices