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Brian is an Investment Team Leader at Veritable. He joined the organization in 2011 having worked as the financial risk manager at a multi-national oilfield services company. Brian has also been a proprietary and sell side equity trader. He graduated with highest distinction from The Schreyer Honors College, The Pennsylvania State University with a BS in Finance. Brian is a CFA charterholder and a member of the CFA Society Philadelphia. He currently serves on the Board of Directors of Mercy Neighborhood Ministries, a community center providing services to families in North Philadelphia.