After spending nine years at 3M in sales and marketing roles, I started my career in financial services in 1999. I had a brief stint at Putnam Investments then spent the following 17 ½ years at Fidelity Institutional Asset Management, retiring as a Senior Vice President. After retiring from Fidelity in 2017, I found that I missed the investment management industry. Marshall Investment Management gave me the opportunity to join their team of highly talented individuals. It is a privilege for me to help people manage their investments and pursue their financial goals.
I have lived in Colorado for eighteen years but grew up in New England. I received my MBA from Boston University and my undergraduate degree from San Diego State. My wife, Jean and I have four adult children, two daughters and two sons. I love spending time with my family, traveling and watching our two sons play professional baseball. In my free time, you can find me skiing at Copper Mountain or cycling on the bike paths in Douglas and Summit Counties.
Brian offers advisory services through Marshall Investment Management and is not affiliated with Cavill and Company.