As Investment Operations Manager, Brian manages the firm’s investment operations with an emphasis on efficiency and control enhancements. His responsibilities include oversight of trading practices, investment technology, and operational due diligence. Prior to joining Ballentine Partners in 2018, Brian oversaw external manager operations for the global fixed income portfolio of the Abu Dhabi Investment Authority. Before the move to Abu Dhabi, he was Associate Director – Operations at AlphaMetrix360, an alternative investments administrator and platform provider, where he oversaw portfolio operations. Brian began his investment career at Putnam Investments, where he served in a trade support role within its Global Investment Services division. He is a CFA charterholder.
Brian graduated from Boston College with a Bachelor of Arts in Political Science, a Master of Science in Finance, and a Master of Business Administration.
Brian, his wife, and their daughter live in Brookline, MA, but enjoy spending as much time as possible outdoors in Maine. He enjoys traveling, cooking, and music and can often be found at Boston College sporting events.