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Brian Marshall

Senior Client Associate

Brian joined the firm as our Senior Client Associate in 2008. His responsibilities include assisting with portfolio monitoring, re-balancing and investing, distributions, and disbursements. Brian has over 28 years of experience in the financial services industry in sales, administration, and operations, including fifteen years with Merrill Lynch. He holds a BS in Finance from Southern Connecticut State University and is Series 66 registered.

During his free time, Brian enjoys boating, spending time with his dogs, and fostering dogs for local animal rescue groups.