Brian J. Walsh, CFP®
As a Managing Director and Wealth Manager, Brian works with individuals and multi-generational families. He is responsible for helping clients articulate their investment and wealth management goals and develop strategies to help them achieve their objectives. Brian also educates next-generation family members about the financial markets and estate planning.
Before joining Boston Financial Management in 2018, Brian was a Partner and Portfolio Manager at Brown Advisory. Previously, Brian was a founding partner at Highmount Capital and a Senior Vice President at Atlantic Trust Company. Brian started his career at The Boston Company.
Brian holds a Bachelor of Science in Business Administration from Saint Michael’s College and a Master’s degree in Business Administration from Suffolk University.
Industry Accreditation and Affiliations
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
Member – Boston Estate Planning Council
Series 65 License
Past Professional Advisor – The Boston Foundation
Charity and Community Involvement
Trustee – Boys and Girls Clubs of Boston
Trustee – Malden Catholic High School
Participant – LeadBoston 2017
Brian enjoys spending time on Cape Cod with his wife and three sons, running, golfing and skiing.