As CEO, Co-CIO, and Managing Director of Equities, Brian utilizes decades of experience and proven strategies to strive for excellence for each client. Known for being more than just a money manager, he is deeply committed to fostering holistic relationships and working obsessively to do his very ...more

As CEO, Co-CIO, and Managing Director of Equities, Brian utilizes decades of experience and proven strategies to strive for excellence for each client. Known for being more than just a money manager, he is deeply committed to fostering holistic relationships and working obsessively to do his very best. Brian’s background is diverse. He holds a BA in Political Science from George Washington University and worked for many years at Bloomberg before moving to Mayor Bloomberg’s office to serve as the Deputy Chief of Staff. The past 15 years, Brian has been Managing Director of The Herbst Group at Wellington Shields Capital Management before forming The Herbst Group LLC as an independent wealth management firm.less