Brian joined PFM’s asset management business in 2004 and is a director serving clients in PFM’s Harrisburg office. He provides investment advice to school districts, local governments, authorities and other institutional investors primarily in Pennsylvania, Maryland and other areas of the Northeast. In Pennsylvania, he markets the programs of Pennsylvania Local Government Investment Trust (PLGIT), provides strategic direction on new investment and service programs, and supports PLGIT’s governing board.
Brian specializes in developing strategies to optimally allocate investable balances and streamline cash flows. He is a frequent speaker on the subjects of public finance, banking, and investments, and regularly contributes articles on a variety of public investment topics to industry publications. Previously, he was a portfolio trader on the PFM trading desk, specializing in short-term fixed-income investments.
Prior to joining PFM, Brian worked as an operations analyst for Citigroup’s Corporate and Investment Bank where he focused on areas of process improvement, strengthening accounting controls and compliance procedures in the global check clearing, corporate ACH and wholesale lockbox departments.
Brian is a School Board Director for the Mechanicsburg Area School District and he serves on the Joint Operating Committee of the Cumberland-Perry Area Vocational Technical School. He is a graduate of the Leadership Harrisburg Area’s Community Leadership Series, Class of 2017. Brian is board secretary for the Pennsylvania Government Finance Officers Association (PA-GFOA) Central Chapter.