As the president of Lakeshore Capital Group, Brian is responsible for overseeing a team of investment and tax professionals that service the firm’s clients.
Brian has extensive experience in investment management, having served as a Vice President at Alpine Woods Capital Investors in New York and in various positions at MFS Investment Management in Boston. Brian’s background and approach combines investments with taxes in financial planning strategies.
Brian earned a Bachelor of Science in finance from Xavier University, where he was an NCAA Division I all-academic performer on the men’s soccer team.
A Columbus, Ohio native, he now resides in Winnetka with his wife Alice and daughters Lucy and Ari. They are avid skiers and sports fans, rooting for Xavier and Vanderbilt University.
