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Brian has more than 25 years’ experience in financial institutions and the capital markets, and has devoted 21 years to serving credit unions through various roles at CNBS, LLC, a FINRA-member broker/dealer and SEC-registered investment advisor serving credit unions, where he most recently served as President and CEO for more than 15 years.
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Brian joined The Rochdale Group in 2013 after spending a year as a consultant with Rochdale on various projects, including the development of Rochdale Liquidity Solutions.
Brian has authored numerous industry white papers and articles, as well as two books on credit union investments, and has been a featured speaker at numerous regional and national industry events. He earned a Bachelor of Arts degree in Psychology and a Master of Business Administration from Pittsburg (KS) State University. He holds the Chartered Financial Analyst (CFA) charter, and has held FINRA Series 7, 24, 53, 63 and 65 licenses.