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.
Brian’s experience includes Partner and Portfolio Manager at Brown Advisory, Founding Partner at Highmount Capital, and a Senior Vice President at Atlantic Trust Company. He started his career at The Boston Company.
Brian holds a Bachelor of Science degree in Business Administration from Saint Michael’s College and a Master’s degree in Business Administration from Suffolk University.
Industry Accreditations & Affiliations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Boston Estate Planning Council – Member
Series 65 License
The Boston Foundation – Past Professional Advisor
Charity & Community Involvement
Boys and Girls Clubs of Boston– Trustee
Malden Catholic High School– Trustee
LeadBoston 2017– Participant
Brian enjoys spending time on Cape Cod with his wife and three sons, running, golfing and skiing.