Brian’s broad and deep investment management experience includes research across sectors, styles, asset classes and geographies; portfolio management; and client relationship management.

At his prior firm, Brian was responsible for leading the equity research effort and team, managing two of the firm’s equity strategies including the flagship investment offering, and guiding investment strategy for client assets in excess of $3.5 billion. In addition, Brian has extensive experience helping individual and institutional clients meet their investment and financial goals through asset allocation and financial planning strategies.

Brian’s prior work experience includes Cambridge Trust Company and Fidelity Investments. Brian received a BA in History from Fairfield University and an MBA from Babson College. Brian is a member of the Boston Security Analysts Society and a CFA charter holder.

He lives outside of Boston with his four children, and enjoys outdoor activities including skiing and golf, coaching his kids’ sports teams and reading history books.

As the head of our financial planning team, Keith has developed a thorough and efficient process to help people evaluate their finances. He has a unique ability to explain his analysis in simple terms and instill confidence in our clients to make informed decisions.

Keith’s experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding hundreds of families. Keith’s broad experience in the industry has given him a thorough understanding of the various products and services made available to investors through Broker-Dealers, RIAs, and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.

Keith’s prior work experience includes Fidelity Investments and Fisher Investments. Keith received a BS in Business Administration and Finance from the University of New Hampshire in 2010. He completed the Boston University Financial Planning Certificate Program in 2014 and is a CFP®. In 2024 he earned his Equity Compensation Associate (ECA) designation through Santa Clara University.

He and his wife Sara live on the North Shore with their dog Bo. They are avid Boston sports fans and enjoy spending time outside in the mountains and on the seacoast.

Andrew began his career in asset management with Putnam Investments, collaborating with financial advisors to deliver tailored investment and financial planning solutions. This role provided valuable insight into advisors’ needs and helped develop his expertise in stock and bond mutual funds, laying a strong foundation in investment management.

After several years, he transitioned to a role in interest rate risk management for community banks and credit unions. As a financial analyst at Darling Consulting Group, he worked with decision-makers at institutions ranging from $100 million to $10 billion in assets, building models to manage interest rate, liquidity, and capital risks. His work required in-depth analysis of fixed-income markets, the Federal Reserve, and the yield curve, further sharpening his financial acumen.

Motivated by a lifelong passion for capital markets, Andrew joined Bluebird Wealth Management to return to his roots in investment management. He brings a wealth of experience, analytical rigor, and a client-focused approach to help individuals achieve their financial goals.

He lives in Haverhill, Massachusetts, with his wife Angie and their son, Luke. They are expecting their second child in 2025. Outside of work, Andrew enjoys spending time on the golf course, with his family, or at their lake house in Ossipee, New Hampshire.

Ella is currently studying Finance and Accounting at Babson College. Her interest in financial planning began in high school through participation in a high school business organization, where she competed in Personal Financial Literacy. This early passion led her to pursue deeper industry experience while at Babson, where she was selected to participate in a competitive, year-long analyst training program—an opportunity that introduced her to Bluebird Wealth and ultimately led to her joining the firm in May 2024.

At Bluebird, Ella supports the team across a variety of functions, including reviewing financial plans, maintaining data integrity, capturing notes during client meetings, and assisting with the day-to-day needs of the firm. Her work reflects a strong attention to detail, a growing technical skillset, and a genuine interest in helping individuals and families achieve their financial goals.

Ella lives on the South Coast of Massachusetts and enjoys Pilates and yoga, playing pickleball, and spending time with her family and dogs.