Brian is part of the BMO Tax-Exempt Fixed Income Team, contributing to the portfolio management process for municipal bond mutual funds and separately managed accounts.
Brian entered the investment industry in 1999 and joined BMO Global Asset Management in 2015. Previously, Brian worked at Invesco, where he was a quantitative analyst specializing in municipals (2011–15) and a section manager of fund administration (2008–11). Before joining Invesco, Brian was an assistant vice-president of fund administration at Claymore Securities.
Brian holds an M.B.A. in finance from Miami University and a B.S. in finance cum laude from Millikin University. He is a CFA® charterholder, holds the FINRA Series 7 securities license, and is a member of the Chicago Municipal Analysts Society and the National Federation of Municipal Analysts.