Brian is Co-Founder and Principal of the Sargent Investment Group. He has broad experience helping investors construct dynamic portfolios as well as designing and implementing execution strategies. Brian holds his series 7, 63 and 65 registrations.
Brian graduated from Middlebury College with a B.A. in Economics, and he holds an MBA and a Master of Finance from Johns Hopkins University’s Carey Business School.
He is a member of the Advisory Board for his alma mater, McDonogh School, in Baltimore, MD. Brian also serves on The Washington Home’s Investment Committee and Finance Committee.