As Senior Vice President of Private Wealth Management, Brian develops personalized investment strategies for individuals, trusts, and institutions across North Carolina and South Carolina. Based in Capital Wealth Advisors’ Greensboro office, he focuses on thoughtful portfolio construction and management designed to help clients work toward their financial goals.
Brian brings over 25 years of financial services experience. Prior to joining Capital Wealth Advisors in 2026, he served as Vice President and Senior Portfolio Advisor at FNB Wealth Management. Previously, Brian was an Investment Strategist for NewBridge Bank Wealth Management and Old North State Trust. Earlier in his career, he held roles at PNC Wealth Management and First National Trust Company in Northwestern Pennsylvania.
Outside of work, Brian devotes his energy to spending valuable time with his wife, Eileen and their family. They enjoy attending live events, concerts and are avid movie-goers, but you can also find them keeping things low-key while bringing their flower and vegetable gardens to life. Brian is a sports enthusiast too, as he’s coached high school football, interned with the Pittsburgh Steelers scouting division and never misses a chance to root for his favorite team in pinstripes.
You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.
Want to speak with us now? Give us a call at (866) 601-3031.
