Prior to founding Wealthcare Mid-Atlantic, Brian was Managing Partner and Head of Advisor Services at Chartwell Investment Partners. His previous experience includes senior roles as Executive Director at UBS, where he served as Director of Institutional Investment Consulting and Senior Vice President at Morgan Stanley where he served as Divisional Sales Director. Brian began his investment career at Morgan Stanley as a Technical Analyst providing expertise in asset allocation, investment selection and performance reporting. He holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designations. A member of the CFA Institute and the CFA Society of Philadelphia, Brian earned his Bachelor of Business Administration and Master of Business Administration in Finance from the University of Delaware. Brian and his wife Kimberly have lived in Middletown, DE since 1995. He enjoys playing golf, is an avid runner, and an aspiring drummer.