Brian is heavily involved with the portfolio management and compliance areas of FYRA Capital Management. He works with the Portfolio Manager, Kyle Jones, researching investment products and designing customized retirement portfolios for clients.
Brian is also responsible for leading the compliance department of the firm as a Supervisory Principal. He ensures that FYRA Capital Management is compliant with the evolving regulatory landscape and is responsible for monitoring and reviewing all new business for the firm. Brian is also a licensed Financial Advisor with Calton & Associates.
Brian has been with the firm since 2015. He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri – St. Louis. He is currently enrolled with the College for Financial Planning to prepare to sit for the CFP examination.
He is passionate about financial planning and serving the best interest of clients. Brian religiously reviews the latest Michael Kitces article, or scans Twitter for posts from the FinTwit community, staying up-to-date with the developments and trends of the financial services industry.
Brian grew up in Bridgeton and went to Pattonville High School (it is a St. Louis thing). He now resides in St. Peters with his wife Kristin, and their dog Jax. He enjoys getting out for a round of golf, traveling to new places, and following all things sports.