Brian brings a wealth of significant experience to the Arcview Capital team given his background as a senior sales professional that has worked with some of the industry’s biggest names. He joins Arcview Capital as a Managing Director and Head of Intermediary Sales & Fund Distribution where he will focus his efforts on the Multi-Family Office, RIA and institutional investor segments.
Brian has worked in financial services since 2007. Prior to joining Arcview Capital, he formed his own Third-party marketing and strategic advisory firm, Fitler Square Investment Partners. He also had a successful career working for some of the largest and best-known asset managers, such as Hartford Funds, Pioneer Investments, DWS.
Throughout his thirteen years in the industry, Brian has worked effectively with many categories of financial intermediaries, including clients in the Family Office, Multi-Family Office, independent Broker-Dealer, and Wire House segments. Brian also had success in working with some of the largest ETF strategist in the U.S. In 2019, for example, Brian was personally responsible for over $400 million net new assets in ETF products.
Over the course of his career, Brian has helped clients raise more than $1 billion in assets across multiple asset classes and product lines.
Brian, a graduate of Widener University, is registered with FIRNA as a Series 6, Series 7, and Series 63 representative.