Business Information
Brian is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Julie Steinman, CFP® and Kelly Woodward, Brian is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition to his wealth management advisory work, Brian has over 15 years of experience in the investment and financial services industry spanning equity research, commercial real estate private equity, and fixed income management.

Prior to joining Robertson Stephens, Brian was a Senior Financial Associate for RBC Wealth Management in Eagle, Idaho where he led portfolio trading operations, investment strategy, and institutional client relationships for a HNW advisor team. Previously, Brian was a research analyst for a west-coast boutique investment bank covering the metals and mining sector.

Brian is a CFA® Charterholder and earned his BS in Finance and Business Economics from the University of Idaho. Brian is a member of the CFA Institute and CFA Society of Idaho as well as serves as a board member of The Learning Lab in Boise, Idaho. Brian lives in Idaho with his wife and two sons where he enjoys spending time with his family, fly fishing, golf, and other outdoor sports.

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