Brian is a Director at MarshBerry and a member of MarshBerry’s Financial Advisory team. He has extensive experience advising insurance brokers in mergers and acquisitions (M&A), capital raising, and other financial advisory services such as valuation, compensation consulting and perpetuation planning.
Brian also actively consults with clients in the areas of business planning, strategic relationship management, organic growth best practices and other valuation enhancement strategies. He also facilitates two Strategic Issues Groups within MarshBerry’s executive peer exchange network, Connect.
Prior to joining MarshBerry, Brian was a partner at Taft Stettinius & Hollister, LLP, where his practice was focused on business litigation, with an emphasis on employment litigation, class actions and complex commercial disputes.
Brian currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 24 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.
Brian graduated with honors from Ohio University with a bachelor’s degree in Business Administration, majoring in Finance and Management Information Systems. He received his law degree with honors from the Cleveland-Marshall College of Law at Cleveland State University, where he served as the executive editor of the Cleveland State Law Review. Brian is currently licensed to practice law in the State of Ohio.