Chief Investment Officer
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 investment strategy, leading the equity research effort and team, and managing two of the firm’s equity strategies including the flagship investment offering, with assets in excess of $1 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, coaching his kids’ sports teams and reading history books.
Brian can be reached at (508) 359-4349 or firstname.lastname@example.org
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 over $700 million in client assets. Keith’s broad experience in the industry has given him a thorough understanding of the various products and services that are 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. He completed the Boston University Financial Planning Certificate Program and is a CFP®. After spending ten years living in Boston, he and his wife recently moved to the North Shore with their dog Bo to be closer to family. They are avid Boston sports fans and enjoy spending time outside in the mountains and on the seacoast.
Recently, in 2022, Keith became a Zoe Certified Financial Advisor, after passing a comprehensive vetting process that involves both qualitative and quantitative evaluation. All Zoe Advisors must be certified, experienced, and must also demonstrate that they are unbiased and transparent in their recommendations to clients. In general, this applies only to the top 5% of all advisors.
Keith can be reached at (978) 775-1287 or email@example.com
Bluebird Wealth Management, LLC
266 Main St.
Medfield, MA 02052
West Newbury Office
6 Felton Ln.
West Newbury, MA 01985
We serve individuals and families throughout the United States.