Brian is an executive director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM). He is co-head of the Wealth Strategies Group, responsible for managing a team of product and relationship specialists focused on solutions for wealthy investors. The group works with financial advisors and the firm’s sales representatives to help educate and implement strategies such as customized separately managed accounts, tax-loss harvesting, concentrated stock solutions, charitable giving and options overlay. He joined Eaton Vance in 2016 and began his career in the investment management industry in 2011. Before joining Eaton Vance, he worked at Fidelity Investments. Brian earned a B.S. from Stonehill College. He holds the Certified Financial Planner (CFP®) designation.
