Brian is a Managing Director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM), and serves as Head of the Wealth Education Center. The Wealth Education Center is MSIM’s advisor education platform designed to upskill financial professionals with a focus on building more sophisticated, client centric practices through investment education, timely market updates, and practice management insights.
Previously, Brian was co‑head of the Wealth Strategies Group, where he led a team of product and relationship specialists focused on delivering solutions for high‑net‑worth investors and developing new offerings to address evolving client needs. His work has included advisor education and implementation support across customized separately managed accounts, tax‑loss harvesting, concentrated stock strategies, charitable giving, and options overlay strategies.
Brian joined Eaton Vance in 2016 and began his career in the investment management industry in 2011 at Fidelity Investments. Morgan Stanley acquired Eaton Vance in March 2021.
Brian earned a B.S. from Stonehill College and holds the Certified Financial Planner™ (CFP®) designation.
